Kingswood 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 | $1.47M | Sell |
3,791
-273
| -7% | -$106K | 0.12% | 191 |
|
|
2025
Q1 | $1.56M | Sell |
4,064
-267
| -6% | -$102K | 0.14% | 171 |
|
|
2024
Q4 | $1.93M | Sell |
4,331
-2,622
| -38% | -$1.17M | 0.14% | 156 |
|
|
2024
Q3 | $3.6M | Buy |
6,953
+2,066
| +42% | +$1.07M | 0.26% | 89 |
|
|
2024
Q2 | $2.71M | Buy |
4,887
+476
| +11% | +$264K | 0.24% | 88 |
|
|
2024
Q1 | $2.23M | Sell |
4,411
-943
| -18% | -$476K | 0.26% | 90 |
|
|
2023
Q4 | $3.19M | Buy |
5,354
+3,887
| +265% | +$2.32M | 0.36% | 59 |
|
|
2023
Q3 | $2.87M | Sell |
1,467
-661
| -31% | -$1.29M | 0.49% | 49 |
|
|
2023
Q2 | $1.04M | Buy |
+2,128
| New | +$1.04M | 0.33% | 79 |
|