JSMC
Jess S. Morgan & Co’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,047
| Closed | -$2.95M | – | 37 |
|
|
2022
Q2 | $2.95M | Buy |
8,047
+205
| +3% | +$75.1K | 3.05% | 20 |
|
|
2022
Q1 | $3.57M | Buy |
7,842
+745
| +10% | +$339K | 2.6% | 23 |
|
|
2021
Q4 | $4.02M | Buy |
7,097
+112
| +2% | +$63.5K | 2.47% | 27 |
|
|
2021
Q3 | $4.02M | Sell |
6,985
-70
| -1% | -$40.3K | 2.65% | 28 |
|
|
2021
Q2 | $4.13M | Buy |
7,055
+207
| +3% | +$121K | 2.72% | 20 |
|
|
2021
Q1 | $3.26M | Buy |
6,848
+356
| +5% | +$169K | 2.28% | 29 |
|
|
2020
Q4 | $3.25M | Buy |
6,492
+721
| +12% | +$361K | 2.59% | 26 |
|
|
2020
Q3 | $2.83M | Sell |
5,771
-752
| -12% | -$369K | 2.82% | 16 |
|
|
2020
Q2 | $2.84M | Sell |
6,523
-1,339
| -17% | -$583K | 3.08% | 12 |
|
|
2020
Q1 | $2.5M | Buy |
7,862
+151
| +2% | +$48.1K | 3.25% | 15 |
|
|
2019
Q4 | $2.54M | Buy |
+7,711
| New | +$2.54M | 2.49% | 28 |
|