KWM
Kolinsky Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $802K | Sell |
1,804
-104
| -5% | -$46.2K | 0.49% | 33 |
|
|
2024
Q3 | $988K | Sell |
1,908
-91
| -5% | -$47.1K | 0.64% | 22 |
|
|
2024
Q2 | $1.11M | Sell |
1,999
-118
| -6% | -$65.6K | 0.8% | 18 |
|
|
2024
Q1 | $1.07M | Buy |
2,117
+119
| +6% | +$60K | 0.82% | 20 |
|
|
2023
Q4 | $1.19M | Sell |
1,998
-5
| -0.2% | -$2.98K | 1.05% | 15 |
|
|
2023
Q3 | $1.02M | Buy |
2,003
+41
| +2% | +$20.9K | 1.01% | 14 |
|
|
2023
Q2 | $949K | Sell |
1,962
-335
| -15% | -$162K | 0.9% | 14 |
|
|
2023
Q1 | $885K | Sell |
2,297
-236
| -9% | -$90.9K | 0.94% | 13 |
|
|
2022
Q4 | $852K | Buy |
2,533
+401
| +19% | +$135K | 0.97% | 14 |
|
|
2022
Q3 | $587K | Sell |
2,132
-19
| -0.9% | -$5.23K | 0.74% | 20 |
|
|
2022
Q2 | $787K | Sell |
2,151
-56
| -3% | -$20.5K | 0.93% | 16 |
|
|
2022
Q1 | $1.01M | Sell |
2,207
-415
| -16% | -$189K | 0.99% | 14 |
|
|
2021
Q4 | $1.49M | Buy |
+2,622
| New | +$1.49M | 1.38% | 8 |
|