KMWM
Keudell/Morrison Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Buy |
2,385
+3
| +0.1% | +$1.16K | 0.2% | 73 |
|
|
2025
Q1 | $914K | Sell |
2,382
-91
| -4% | -$34.9K | 0.22% | 68 |
|
|
2024
Q4 | $1.1M | Sell |
2,473
-188
| -7% | -$83.6K | 0.29% | 60 |
|
|
2024
Q3 | $1.38M | Buy |
2,661
+120
| +5% | +$62.1K | 0.37% | 54 |
|
|
2024
Q2 | $1.41M | Sell |
2,541
-8
| -0.3% | -$4.44K | 0.41% | 52 |
|
|
2024
Q1 | $1.29M | Sell |
2,549
-158
| -6% | -$79.7K | 0.39% | 53 |
|
|
2023
Q4 | $1.61M | Sell |
2,707
-5
| -0.2% | -$2.98K | 0.53% | 38 |
|
|
2023
Q3 | $1.38M | Sell |
2,712
-102
| -4% | -$52K | 0.42% | 45 |
|
|
2023
Q2 | $1.38M | Sell |
2,814
-18
| -0.6% | -$8.8K | 0.4% | 50 |
|
|
2023
Q1 | $1.09M | Sell |
2,832
-191
| -6% | -$73.6K | 0.32% | 53 |
|
|
2022
Q4 | $1.02M | Sell |
3,023
-731
| -19% | -$246K | 0.33% | 54 |
|
|
2022
Q3 | $1.03M | Sell |
3,754
-412
| -10% | -$113K | 0.39% | 50 |
|
|
2022
Q2 | $1.53M | Sell |
4,166
-9
| -0.2% | -$3.3K | 0.55% | 35 |
|
|
2022
Q1 | $1.9M | Buy |
4,175
+255
| +7% | +$116K | 0.8% | 25 |
|
|
2021
Q4 | $2.22M | Sell |
3,920
-59
| -1% | -$33.5K | 0.88% | 23 |
|
|
2021
Q3 | $2.29M | Sell |
3,979
-187
| -4% | -$108K | 0.98% | 18 |
|
|
2021
Q2 | $2.44M | Buy |
4,166
+250
| +6% | +$146K | 1.34% | 17 |
|
|
2021
Q1 | $1.86M | Buy |
3,916
+583
| +17% | +$277K | 1.08% | 23 |
|
|
2020
Q4 | $1.67M | Buy |
3,333
+290
| +10% | +$145K | 1.06% | 23 |
|
|
2020
Q3 | $1.49M | Sell |
3,043
-68
| -2% | -$33.3K | 0.96% | 25 |
|
|
2020
Q2 | $1.35M | Buy |
3,111
+290
| +10% | +$126K | 1.12% | 24 |
|
|
2020
Q1 | $898K | Buy |
2,821
+144
| +5% | +$45.8K | 0.88% | 39 |
|
|
2019
Q4 | $883K | Sell |
2,677
-118
| -4% | -$38.9K | 0.61% | 53 |
|
|
2019
Q3 | $772K | Buy |
2,795
+17
| +0.6% | +$4.7K | 0.64% | 55 |
|
|
2019
Q2 | $803K | Sell |
2,778
-81
| -3% | -$23.4K | 0.7% | 49 |
|
|
2019
Q1 | $762K | Buy |
+2,859
| New | +$762K | 0.67% | 52 |
|