JWM
Jackson Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-19,695
| Closed | -$8.97M | – | 88 |
|
|
2022
Q1 | $8.97M | Sell |
19,695
-13,628
| -41% | -$6.21M | 1.25% | 23 |
|
|
2021
Q4 | $18.9M | Buy |
33,323
+335
| +1% | +$190K | 2.39% | 11 |
|
|
2021
Q3 | $264K | Buy |
32,988
+6,882
| +26% | +$55.1K | 3.2% | 7 |
|
|
2021
Q2 | $15.3M | Buy |
26,106
+5,535
| +27% | +$3.24M | 1.93% | 17 |
|
|
2021
Q1 | $9.78M | Buy |
20,571
+4,464
| +28% | +$2.12M | 1.47% | 17 |
|
|
2020
Q4 | $8.06M | Buy |
16,107
+868
| +6% | +$434K | 1.1% | 20 |
|
|
2020
Q3 | $7.47M | Sell |
15,239
-182
| -1% | -$89.3K | 1.12% | 18 |
|
|
2020
Q2 | $6.71M | Buy |
15,421
+2,018
| +15% | +$878K | 1.19% | 18 |
|
|
2020
Q1 | $4.98M | Sell |
13,403
-7,299
| -35% | -$2.71M | 1.04% | 23 |
|
|
2019
Q4 | $7.27M | Buy |
20,702
+3,128
| +18% | +$1.1M | 1.21% | 22 |
|
|
2019
Q3 | $4.83M | Buy |
17,574
+5,786
| +49% | +$1.59M | 1.01% | 25 |
|
|
2019
Q2 | $3.58M | Buy |
+11,788
| New | +$3.58M | 0.78% | 32 |
|