Lyell Wealth Management’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Sell |
9,466
-6,313
| -40% | -$2.44M | 0.29% | 77 |
|
|
2025
Q1 | $6.05M | Sell |
15,779
-3,012
| -16% | -$1.16M | 0.57% | 62 |
|
|
2024
Q4 | $8.36M | Sell |
18,791
-524
| -3% | -$233K | 0.75% | 47 |
|
|
2024
Q3 | $10M | Sell |
19,315
-403
| -2% | -$209K | 0.91% | 37 |
|
|
2024
Q2 | $11M | Sell |
19,718
-1,570
| -7% | -$872K | 1.05% | 29 |
|
|
2024
Q1 | $10.7M | Buy |
21,288
+864
| +4% | +$436K | 1.09% | 29 |
|
|
2023
Q4 | $12.2M | Buy |
20,424
+352
| +2% | +$210K | 1.39% | 18 |
|
|
2023
Q3 | $10.2M | Sell |
20,072
-479
| -2% | -$244K | 1.38% | 20 |
|
|
2023
Q2 | $10M | Sell |
20,551
-381
| -2% | -$186K | 1.28% | 24 |
|
|
2023
Q1 | $8.07M | Sell |
20,932
-1,264
| -6% | -$487K | 1.13% | 31 |
|
|
2022
Q4 | $7.47M | Sell |
22,196
-2,169
| -9% | -$730K | 1.18% | 31 |
|
|
2022
Q3 | $6.71M | Buy |
24,365
+640
| +3% | +$176K | 1.14% | 28 |
|
|
2022
Q2 | $8.69M | Sell |
23,725
-163
| -0.7% | -$59.7K | 1.42% | 21 |
|
|
2022
Q1 | $10.9M | Buy |
23,888
+958
| +4% | +$436K | 1.4% | 22 |
|
|
2021
Q4 | $13M | Buy |
22,930
+796
| +4% | +$451K | 1.48% | 23 |
|
|
2021
Q3 | $12.7M | Buy |
22,134
+93
| +0.4% | +$53.5K | 1.55% | 20 |
|
|
2021
Q2 | $12.9M | Buy |
22,041
+709
| +3% | +$415K | 1.6% | 19 |
|
|
2021
Q1 | $10.1M | Buy |
21,332
+816
| +4% | +$388K | 1.48% | 22 |
|
|
2020
Q4 | $10.3M | Buy |
20,516
+637
| +3% | +$319K | 1.64% | 19 |
|
|
2020
Q3 | $9.75M | Buy |
19,879
+47
| +0.2% | +$23.1K | 1.83% | 17 |
|
|
2020
Q2 | $8.63M | Buy |
19,832
+286
| +1% | +$124K | 1.89% | 16 |
|
|
2020
Q1 | $6.22M | Buy |
19,546
+1,170
| +6% | +$372K | 1.86% | 16 |
|
|
2019
Q4 | $6.06M | Buy |
18,376
+768
| +4% | +$253K | 1.62% | 25 |
|
|
2019
Q3 | $4.86M | Buy |
17,608
+875
| +5% | +$242K | 1.46% | 28 |
|
|
2019
Q2 | $4.93M | Buy |
16,733
+1,859
| +12% | +$548K | 1.49% | 26 |
|
|
2019
Q1 | $3.96M | Buy |
+14,874
| New | +$3.96M | 1.32% | 30 |
|