MWM
Marietta Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.51M | Buy |
21,996
+670
| +3% | +$259K | 1.11% | 31 |
|
|
2025
Q1 | $8.18M | Buy |
21,326
+5,722
| +37% | +$2.19M | 1.2% | 29 |
|
|
2024
Q4 | $6.94M | Buy |
15,604
+2,732
| +21% | +$1.21M | 1% | 36 |
|
|
2024
Q3 | $6.66M | Buy |
12,872
+248
| +2% | +$128K | 0.97% | 39 |
|
|
2024
Q2 | $7.01M | Buy |
12,624
+557
| +5% | +$309K | 1.09% | 32 |
|
|
2024
Q1 | $6.09M | Sell |
12,067
-330
| -3% | -$167K | 1% | 40 |
|
|
2023
Q4 | $7.4M | Sell |
12,397
-584
| -4% | -$348K | 1.32% | 24 |
|
|
2023
Q3 | $6.62M | Sell |
12,981
-889
| -6% | -$453K | 1.31% | 23 |
|
|
2023
Q2 | $6.78M | Buy |
13,870
+969
| +8% | +$474K | 1.28% | 26 |
|
|
2023
Q1 | $4.97M | Buy |
12,901
+97
| +0.8% | +$37.4K | 1.06% | 49 |
|
|
2022
Q4 | $4.31M | Buy |
12,804
+130
| +1% | +$43.7K | 0.97% | 51 |
|
|
2022
Q3 | $3.49M | Buy |
12,674
+1,169
| +10% | +$322K | 0.87% | 54 |
|
|
2022
Q2 | $4.21M | Buy |
11,505
+1,116
| +11% | +$409K | 1.02% | 46 |
|
|
2022
Q1 | $4.73M | Buy |
10,389
+983
| +10% | +$448K | 0.99% | 44 |
|
|
2021
Q4 | $5.33M | Buy |
9,406
+173
| +2% | +$98.1K | 1.07% | 37 |
|
|
2021
Q3 | $5.32M | Sell |
9,233
-104
| -1% | -$59.9K | 1.16% | 34 |
|
|
2021
Q2 | $5.47M | Buy |
9,337
+290
| +3% | +$170K | 1.23% | 30 |
|
|
2021
Q1 | $4.3M | Buy |
9,047
+980
| +12% | +$466K | 1.07% | 36 |
|
|
2020
Q4 | $4.03M | Buy |
8,067
+435
| +6% | +$218K | 1.11% | 33 |
|
|
2020
Q3 | $3.74M | Buy |
7,632
+46
| +0.6% | +$22.6K | 1.17% | 34 |
|
|
2020
Q2 | $3.3M | Buy |
7,586
+320
| +4% | +$139K | 1.13% | 39 |
|
|
2020
Q1 | $2.31M | Buy |
+7,266
| New | +$2.31M | 0.9% | 49 |
|