JWM
JGP Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Buy |
2,073
+152
| +8% | +$58.8K | 0.1% | 112 |
|
|
2025
Q1 | $737K | Buy |
1,921
+62
| +3% | +$23.8K | 0.1% | 108 |
|
|
2024
Q4 | $827K | Buy |
1,859
+79
| +4% | +$35.1K | 0.11% | 108 |
|
|
2024
Q3 | $922K | Buy |
1,780
+110
| +7% | +$57K | 0.12% | 96 |
|
|
2024
Q2 | $928K | Buy |
1,670
+111
| +7% | +$61.7K | 0.13% | 85 |
|
|
2024
Q1 | $787K | Sell |
1,559
-278
| -15% | -$140K | 0.11% | 96 |
|
|
2023
Q4 | $1.1M | Buy |
1,837
+19
| +1% | +$11.3K | 0.16% | 83 |
|
|
2023
Q3 | $927K | Sell |
1,818
-89
| -5% | -$45.4K | 0.16% | 84 |
|
|
2023
Q2 | $932K | Sell |
1,907
-85
| -4% | -$41.6K | 0.15% | 82 |
|
|
2023
Q1 | $768K | Buy |
1,992
+75
| +4% | +$28.9K | 0.13% | 88 |
|
|
2022
Q4 | $645K | Buy |
1,917
+235
| +14% | +$79.1K | 0.12% | 98 |
|
|
2022
Q3 | $486K | Buy |
1,682
+7
| +0.4% | +$2.02K | 0.1% | 99 |
|
|
2022
Q2 | $641K | Buy |
1,675
+397
| +31% | +$152K | 0.13% | 93 |
|
|
2022
Q1 | $569K | Buy |
+1,278
| New | +$569K | 0.1% | 99 |
|