JWM
JPL Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Sell |
6,230
-70
| -1% | -$27.1K | 0.65% | 67 |
|
|
2025
Q1 | $2.42M | Buy |
6,300
+374
| +6% | +$143K | 0.69% | 66 |
|
|
2024
Q4 | $2.64M | Buy |
+5,926
| New | +$2.64M | 0.75% | 60 |
|
|
2024
Q2 | – | Sell |
-433
| Closed | -$218K | – | 105 |
|
|
2024
Q1 | $218K | Buy |
+433
| New | +$218K | 0.12% | 105 |
|