KMG Fiduciary Partners’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.2M | Buy |
5,677
+595
| +12% | +$230K | 0.16% | 128 |
|
2025
Q1 | $1.95M | Buy |
+5,082
| New | +$1.95M | 0.16% | 134 |
|
2023
Q1 | – | Sell |
-1,180
| Closed | -$397K | – | 225 |
|
2022
Q4 | $397K | Buy |
1,180
+30
| +3% | +$10.1K | 0.07% | 180 |
|
2022
Q3 | $316K | Sell |
1,150
-180
| -14% | -$49.5K | 0.06% | 162 |
|
2022
Q2 | $487K | Buy |
1,330
+875
| +192% | +$320K | 0.09% | 142 |
|
2022
Q1 | $207K | Buy |
+455
| New | +$207K | 0.03% | 199 |
|