LWA
Lineweaver Wealth Advisors’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+519
| New | +$201K | 0.03% | 154 |
|
|
2025
Q1 | – | Sell |
-506
| Closed | -$225K | – | 144 |
|
|
2024
Q4 | $225K | Sell |
506
-21
| -4% | -$9.34K | 0.04% | 125 |
|
|
2024
Q3 | $273K | Buy |
527
+49
| +10% | +$25.4K | 0.05% | 116 |
|
|
2024
Q2 | $266K | Buy |
478
+26
| +6% | +$14.4K | 0.06% | 116 |
|
|
2024
Q1 | $228K | Buy |
452
+2
| +0.4% | +$1.01K | 0.05% | 119 |
|
|
2023
Q4 | $268K | Buy |
450
+3
| +0.7% | +$1.79K | 0.07% | 116 |
|
|
2023
Q3 | $228K | Buy |
+447
| New | +$228K | 0.07% | 124 |
|
|
2022
Q2 | – | Sell |
-1,281
| Closed | -$583K | – | 128 |
|
|
2022
Q1 | $583K | Buy |
1,281
+605
| +89% | +$275K | 0.17% | 86 |
|
|
2021
Q4 | $383K | Sell |
676
-148
| -18% | -$83.9K | 0.11% | 100 |
|
|
2021
Q3 | $474K | Buy |
824
+48
| +6% | +$27.6K | 0.14% | 82 |
|
|
2021
Q2 | $454K | Buy |
776
+15
| +2% | +$8.78K | 0.15% | 73 |
|
|
2021
Q1 | $361K | Sell |
761
-1
| -0.1% | -$474 | 0.13% | 77 |
|
|
2020
Q4 | $381K | Buy |
762
+108
| +17% | +$54K | 0.15% | 63 |
|
|
2020
Q3 | $320K | Buy |
654
+159
| +32% | +$77.8K | 0.14% | 67 |
|
|
2020
Q2 | $215K | Buy |
+495
| New | +$215K | 0.11% | 77 |
|