LAS
LWM Advisory Services’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-611
| Closed | -$234K | – | 91 |
|
|
2025
Q1 | $234K | Hold |
611
| – | – | 0.16% | 89 |
|
|
2024
Q4 | $270K | Sell |
611
-15
| -2% | -$6.62K | 0.19% | 80 |
|
|
2024
Q3 | $324K | Buy |
+626
| New | +$324K | 0.24% | 75 |
|
|
2024
Q2 | – | Sell |
-601
| Closed | -$303K | – | 82 |
|
|
2024
Q1 | $303K | Sell |
601
-43
| -7% | -$21.7K | 0.24% | 72 |
|
|
2023
Q4 | $384K | Buy |
644
+76
| +13% | +$45.3K | 0.34% | 57 |
|
|
2023
Q3 | $295K | Buy |
568
+8
| +1% | +$4.16K | 0.32% | 55 |
|
|
2023
Q2 | $272K | Sell |
560
-10
| -2% | -$4.85K | 0.29% | 62 |
|
|
2023
Q1 | $220K | Hold |
570
| – | – | 0.23% | 74 |
|
|
2022
Q4 | $202K | Sell |
570
-235
| -29% | -$83.5K | 0.22% | 79 |
|
|
2022
Q3 | $256K | Buy |
805
+33
| +4% | +$10.5K | 0.29% | 92 |
|
|
2022
Q2 | $288K | Sell |
772
-47
| -6% | -$17.5K | 0.35% | 85 |
|
|
2022
Q1 | $375K | Sell |
819
-135
| -14% | -$61.8K | 0.47% | 67 |
|
|
2021
Q4 | $541K | Buy |
+954
| New | +$541K | 0.67% | 41 |
|