Legacy Capital Wealth Partners’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-487
| Closed | -$252K | – | 338 |
|
2024
Q3 | $252K | Sell |
487
-439
| -47% | -$227K | 0.05% | 300 |
|
2024
Q2 | $514K | Buy |
+926
| New | +$514K | 0.13% | 158 |
|
2024
Q1 | – | Sell |
-651
| Closed | -$388K | – | 117 |
|
2023
Q4 | $388K | Buy |
651
+125
| +24% | +$74.6K | 0.11% | 181 |
|
2023
Q3 | $268K | Buy |
+526
| New | +$268K | 0.07% | 224 |
|