LWM
Liberty Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Buy |
+1,365
| New | +$528K | 0.08% | 121 |
|
|
2025
Q1 | – | Sell |
-1,419
| Closed | -$631K | – | 157 |
|
|
2024
Q4 | $631K | Sell |
1,419
-17
| -1% | -$7.56K | 0.11% | 100 |
|
|
2024
Q3 | $744K | Sell |
1,436
-571,209
| -100% | -$296M | 0.13% | 91 |
|
|
2024
Q2 | $816K | Buy |
572,645
+571,615
| +55,497% | +$815K | 0.15% | 83 |
|
|
2024
Q1 | $520K | Buy |
+1,030
| New | +$520K | 0.1% | 104 |
|
|
2023
Q4 | – | Sell |
-429
| Closed | -$219K | – | 171 |
|
|
2023
Q3 | $219K | Sell |
429
-20
| -4% | -$10.2K | 0.05% | 161 |
|
|
2023
Q2 | $220K | Sell |
449
-6,014
| -93% | -$2.94M | 0.05% | 171 |
|
|
2023
Q1 | $2.4M | Buy |
+6,463
| New | +$2.4M | 0.5% | 45 |
|
|
2022
Q2 | – | Sell |
-487
| Closed | -$225K | – | 151 |
|
|
2022
Q1 | $225K | Buy |
+487
| New | +$225K | 0.08% | 132 |
|
|
2021
Q4 | – | Sell |
-503
| Closed | -$301K | – | 175 |
|
|
2021
Q3 | $301K | Buy |
503
+285
| +131% | +$171K | 0.11% | 117 |
|
|
2021
Q2 | $128K | Buy |
218
+37
| +20% | +$21.7K | 0.05% | 184 |
|
|
2021
Q1 | $88K | Hold |
181
| – | – | 0.04% | 195 |
|
|
2020
Q4 | $85K | Buy |
181
+8
| +5% | +$3.76K | 0.04% | 198 |
|
|
2020
Q3 | $85K | Sell |
173
-9
| -5% | -$4.42K | 0.05% | 177 |
|
|
2020
Q2 | $79K | Sell |
182
-1
| -0.5% | -$434 | 0.06% | 166 |
|
|
2020
Q1 | $58K | Sell |
183
-17
| -9% | -$5.39K | 0.05% | 197 |
|
|
2019
Q4 | $65K | Buy |
200
+5
| +3% | +$1.63K | 0.05% | 212 |
|
|
2019
Q3 | $54K | Sell |
195
-153
| -44% | -$42.4K | 0.05% | 214 |
|
|
2019
Q2 | $103K | Buy |
348
+200
| +135% | +$59.2K | 0.09% | 165 |
|
|
2019
Q1 | $39K | Buy |
148
+15
| +11% | +$3.95K | 0.03% | 230 |
|
|
2018
Q4 | $30K | Buy |
+133
| New | +$30K | 0.02% | 261 |
|