LWM
LJI Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
702
-100
| -12% | -$38.7K | 0.05% | 154 |
|
|
2025
Q1 | $308K | Buy |
802
+99
| +14% | +$38K | 0.06% | 134 |
|
|
2024
Q4 | $313K | Buy |
703
+1
| +0.1% | +$445 | 0.06% | 132 |
|
|
2024
Q3 | $363K | Hold |
702
| – | – | 0.07% | 135 |
|
|
2024
Q2 | $390K | Hold |
702
| – | – | 0.09% | 120 |
|
|
2024
Q1 | $354K | Buy |
702
+9
| +1% | +$4.54K | 0.09% | 107 |
|
|
2023
Q4 | $413K | Sell |
693
-4
| -0.6% | -$2.39K | 0.11% | 101 |
|
|
2023
Q3 | $355K | Buy |
697
+116
| +20% | +$59.1K | 0.1% | 105 |
|
|
2023
Q2 | $284K | Hold |
581
| – | – | 0.08% | 121 |
|
|
2023
Q1 | $224K | Buy |
+581
| New | +$224K | 0.07% | 138 |
|