Jeppson Wealth Management’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
1,495
+62
| +4% | +$24K | 0.2% | 110 |
|
|
2025
Q1 | $550K | Sell |
1,433
-105
| -7% | -$40.3K | 0.2% | 111 |
|
|
2024
Q4 | $684K | Buy |
1,538
+93
| +6% | +$41.4K | 0.25% | 91 |
|
|
2024
Q3 | $748K | Hold |
1,445
| – | – | 0.27% | 90 |
|
|
2024
Q2 | $803K | Sell |
1,445
-11
| -0.8% | -$6.11K | 0.31% | 80 |
|
|
2024
Q1 | $735K | Sell |
1,456
-1
| -0.1% | -$505 | 0.29% | 84 |
|
|
2023
Q4 | $869K | Sell |
1,457
-2
| -0.1% | -$1.19K | 0.36% | 78 |
|
|
2023
Q3 | $744K | Buy |
1,459
+12
| +0.8% | +$6.12K | 0.34% | 81 |
|
|
2023
Q2 | $708K | Sell |
1,447
-25
| -2% | -$12.2K | 0.31% | 83 |
|
|
2023
Q1 | $567K | Sell |
1,472
-54
| -4% | -$20.8K | 0.25% | 102 |
|
|
2022
Q4 | $514K | Sell |
1,526
-257
| -14% | -$86.5K | 0.22% | 103 |
|
|
2022
Q3 | $491K | Buy |
1,783
+209
| +13% | +$57.6K | 0.22% | 96 |
|
|
2022
Q2 | $576K | Buy |
1,574
+24
| +2% | +$8.78K | 0.25% | 92 |
|
|
2022
Q1 | $706K | Buy |
1,550
+7
| +0.5% | +$3.19K | 0.33% | 72 |
|
|
2021
Q4 | $875K | Buy |
1,543
+243
| +19% | +$138K | 0.42% | 60 |
|
|
2021
Q3 | $748K | Buy |
1,300
+31
| +2% | +$17.8K | 0.39% | 63 |
|
|
2021
Q2 | $743K | Hold |
1,269
| – | – | 0.41% | 64 |
|
|
2021
Q1 | $603K | Buy |
1,269
+297
| +31% | +$141K | 0.36% | 65 |
|
|
2020
Q4 | $486K | Buy |
972
+42
| +5% | +$21K | 0.32% | 75 |
|
|
2020
Q3 | $456K | Buy |
+930
| New | +$456K | 0.36% | 69 |
|