IWA
IVC Wealth Advisors’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
3,434
-151
| -4% | -$58.4K | 0.65% | 31 |
|
|
2025
Q1 | $1.37M | Sell |
3,585
-160
| -4% | -$61.4K | 0.74% | 31 |
|
|
2024
Q4 | $1.67M | Buy |
3,745
+16
| +0.4% | +$7.12K | 0.93% | 21 |
|
|
2024
Q3 | $1.93M | Sell |
3,729
-295
| -7% | -$153K | 1.06% | 19 |
|
|
2024
Q2 | $2.24M | Sell |
4,024
-92
| -2% | -$51.1K | 1.25% | 16 |
|
|
2024
Q1 | $2.08M | Buy |
4,116
+17
| +0.4% | +$8.58K | 1.2% | 14 |
|
|
2023
Q4 | $2.45M | Buy |
4,099
+165
| +4% | +$98.4K | 1.52% | 11 |
|
|
2023
Q3 | $2.01M | Buy |
3,934
+8
| +0.2% | +$4.08K | 1.34% | 12 |
|
|
2023
Q2 | $1.92M | Sell |
3,926
-139
| -3% | -$68K | 1.22% | 14 |
|
|
2023
Q1 | $1.57M | Sell |
4,065
-57
| -1% | -$22K | 1.11% | 19 |
|
|
2022
Q4 | $1.39M | Buy |
4,122
+28
| +0.7% | +$9.42K | 1.02% | 22 |
|
|
2022
Q3 | $1.13M | Sell |
4,094
-8
| -0.2% | -$2.2K | 0.91% | 25 |
|
|
2022
Q2 | $1.5M | Buy |
4,102
+37
| +0.9% | +$13.5K | 1.16% | 16 |
|
|
2022
Q1 | $1.85M | Sell |
4,065
-55
| -1% | -$25.1K | 1.22% | 12 |
|
|
2021
Q4 | $2.34M | Sell |
4,120
-240
| -6% | -$136K | 1.51% | 9 |
|
|
2021
Q3 | $2.51M | Buy |
4,360
+93
| +2% | +$53.5K | 1.73% | 8 |
|
|
2021
Q2 | $2.5M | Buy |
4,267
+38
| +0.9% | +$22.3K | 1.76% | 8 |
|
|
2021
Q1 | $2.01M | Sell |
4,229
-88
| -2% | -$41.8K | 1.58% | 10 |
|
|
2020
Q4 | $2.16M | Buy |
+4,317
| New | +$2.16M | 2.06% | 6 |
|