Marcum Wealth’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $377K | Hold |
983
| – | – | 0.03% | 238 |
|
|
2024
Q4 | $437K | Sell |
983
-169
| -15% | -$75.2K | 0.04% | 216 |
|
|
2024
Q3 | $596K | Buy |
1,152
+49
| +4% | +$25.4K | 0.06% | 169 |
|
|
2024
Q2 | $613K | Sell |
1,103
-244
| -18% | -$136K | 0.06% | 159 |
|
|
2024
Q1 | $680K | Sell |
1,347
-87
| -6% | -$43.9K | 0.07% | 144 |
|
|
2023
Q4 | $856K | Sell |
1,434
-67
| -4% | -$40K | 0.09% | 114 |
|
|
2023
Q3 | $765K | Buy |
1,501
+54
| +4% | +$27.5K | 0.09% | 114 |
|
|
2023
Q2 | $708K | Sell |
1,447
-709
| -33% | -$347K | 0.08% | 128 |
|
|
2023
Q1 | $831K | Buy |
2,156
+994
| +86% | +$383K | 0.1% | 115 |
|
|
2022
Q4 | $391K | Sell |
1,162
-308
| -21% | -$104K | 0.05% | 202 |
|
|
2022
Q3 | $405K | Buy |
1,470
+229
| +18% | +$63.1K | 0.06% | 184 |
|
|
2022
Q2 | $454K | Sell |
1,241
-53
| -4% | -$19.4K | 0.07% | 172 |
|
|
2022
Q1 | $590K | Sell |
1,294
-68
| -5% | -$31K | 0.08% | 139 |
|
|
2021
Q4 | $772K | Buy |
1,362
+15
| +1% | +$8.5K | 0.11% | 124 |
|
|
2021
Q3 | $775K | Buy |
1,347
+130
| +11% | +$74.8K | 0.12% | 122 |
|
|
2021
Q2 | $713K | Buy |
1,217
+10
| +0.8% | +$5.86K | 0.12% | 124 |
|
|
2021
Q1 | $574K | Buy |
+1,207
| New | +$574K | 0.09% | 135 |
|