IWS
Insight Wealth Strategies’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,421
| Closed | -$2.01M | – | 143 |
|
|
2022
Q1 | $2.01M | Buy |
4,421
+226
| +5% | +$103K | 0.3% | 48 |
|
|
2021
Q4 | $2.38M | Buy |
4,195
+81
| +2% | +$45.9K | 0.34% | 41 |
|
|
2021
Q3 | $2.37M | Sell |
4,114
-28
| -0.7% | -$16.1K | 0.33% | 39 |
|
|
2021
Q2 | $2.43M | Sell |
4,142
-5,771
| -58% | -$3.38M | 0.34% | 33 |
|
|
2021
Q1 | $4.71M | Buy |
9,913
+1,799
| +22% | +$855K | 0.63% | 25 |
|
|
2020
Q4 | $4.06M | Buy |
8,114
+422
| +5% | +$211K | 0.69% | 24 |
|
|
2020
Q3 | $3.77M | Buy |
7,692
+1,879
| +32% | +$921K | 0.7% | 23 |
|
|
2020
Q2 | $2.53M | Buy |
5,813
+936
| +19% | +$407K | 0.56% | 25 |
|
|
2020
Q1 | $1.55M | Sell |
4,877
-8,637
| -64% | -$2.75M | 0.41% | 26 |
|
|
2019
Q4 | $4.46M | Sell |
13,514
-165
| -1% | -$54.4K | 0.94% | 21 |
|
|
2019
Q3 | $3.78M | Buy |
13,679
+2,010
| +17% | +$555K | 0.89% | 22 |
|
|
2019
Q2 | $3.44M | Buy |
11,669
+2,272
| +24% | +$669K | 0.84% | 22 |
|
|
2019
Q1 | $2.5M | Buy |
9,397
+333
| +4% | +$88.7K | 0.7% | 27 |
|
|
2018
Q4 | $2.05M | Buy |
+9,064
| New | +$2.05M | 0.63% | 25 |
|