JFS Wealth Advisors’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Sell |
1,012
-41
| -4% | -$15.9K | 0.02% | 231 |
|
|
2025
Q1 | $404K | Sell |
1,053
-3
| -0.3% | -$1.15K | 0.03% | 217 |
|
|
2024
Q4 | $470K | Sell |
1,056
-1
| -0.1% | -$445 | 0.03% | 205 |
|
|
2024
Q3 | $547K | Buy |
1,057
+903
| +586% | +$468K | 0.04% | 192 |
|
|
2024
Q2 | $85.6K | Sell |
154
-58
| -27% | -$32.2K | 0.01% | 332 |
|
|
2024
Q1 | $107K | Buy |
212
+31
| +17% | +$15.6K | 0.01% | 308 |
|
|
2023
Q4 | $108K | Buy |
181
+38
| +27% | +$22.7K | 0.01% | 294 |
|
|
2023
Q3 | $72.9K | Buy |
143
+15
| +12% | +$7.65K | 0.01% | 323 |
|
|
2023
Q2 | $62.6K | Sell |
128
-113
| -47% | -$55.3K | 0.01% | 343 |
|
|
2023
Q1 | $92.9K | Buy |
241
+27
| +13% | +$10.4K | 0.01% | 284 |
|
|
2022
Q4 | $72K | Sell |
214
-75
| -26% | -$25.2K | 0.01% | 324 |
|
|
2022
Q3 | $80K | Sell |
289
-76
| -21% | -$21K | 0.01% | 307 |
|
|
2022
Q2 | $134K | Buy |
365
+255
| +232% | +$93.6K | 0.01% | 253 |
|
|
2022
Q1 | $50K | Buy |
110
+43
| +64% | +$19.5K | ﹤0.01% | 428 |
|
|
2021
Q4 | $38K | Hold |
67
| – | – | ﹤0.01% | 464 |
|
|
2021
Q3 | $39K | Buy |
67
+60
| +857% | +$34.9K | ﹤0.01% | 449 |
|
|
2021
Q2 | $4K | Hold |
7
| – | – | ﹤0.01% | 505 |
|
|
2021
Q1 | $3K | Buy |
+7
| New | +$3K | ﹤0.01% | 502 |
|
|
2016
Q2 | – | Sell |
-39
| Closed | -$4K | – | 497 |
|
|
2016
Q1 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 459 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$7K | – | 503 |
|
|
2014
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 401 |
|