Mark Sheptoff Financial Planning’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.8K | Buy |
108
+3
| +3% | +$1.16K | 0.02% | 198 |
|
|
2025
Q1 | $40.3K | Hold |
105
| – | – | 0.02% | 182 |
|
|
2024
Q4 | $46.7K | Hold |
105
| – | – | 0.03% | 183 |
|
|
2024
Q3 | $54.4K | Hold |
105
| – | – | 0.03% | 167 |
|
|
2024
Q2 | $58.3K | Hold |
105
| – | – | 0.03% | 167 |
|
|
2024
Q1 | $53K | Hold |
105
| – | – | 0.03% | 172 |
|
|
2023
Q4 | $62.6K | Hold |
105
| – | – | 0.04% | 145 |
|
|
2023
Q3 | $53.5K | Hold |
105
| – | – | 0.03% | 143 |
|
|
2023
Q2 | $51.3K | Hold |
105
| – | – | 0.03% | 162 |
|
|
2023
Q1 | $40.5K | Hold |
105
| – | – | 0.02% | 167 |
|
|
2022
Q4 | $35.3K | Hold |
105
| – | – | 0.02% | 167 |
|
|
2022
Q3 | $29K | Hold |
105
| – | – | 0.02% | 175 |
|
|
2022
Q2 | $38K | Hold |
105
| – | – | 0.02% | 174 |
|
|
2022
Q1 | $48K | Sell |
105
-40
| -28% | -$18.3K | 0.02% | 181 |
|
|
2021
Q4 | $82K | Hold |
145
| – | – | 0.04% | 146 |
|
|
2021
Q3 | $83K | Hold |
145
| – | – | 0.05% | 148 |
|
|
2021
Q2 | $85K | Hold |
145
| – | – | 0.05% | 145 |
|
|
2021
Q1 | $69K | Sell |
145
-135
| -48% | -$64.2K | 0.04% | 141 |
|
|
2020
Q4 | $140K | Buy |
280
+230
| +460% | +$115K | 0.08% | 116 |
|
|
2020
Q3 | $25K | Sell |
50
-155
| -76% | -$77.5K | 0.02% | 177 |
|
|
2020
Q2 | $89K | Hold |
205
| – | – | 0.06% | 119 |
|
|
2020
Q1 | $65K | Hold |
205
| – | – | 0.05% | 121 |
|
|
2019
Q4 | $68K | Hold |
205
| – | – | 0.04% | 131 |
|
|
2019
Q3 | $57K | Buy |
205
+105
| +105% | +$29.2K | 0.04% | 140 |
|
|
2019
Q2 | $29K | Hold |
100
| – | – | 0.02% | 189 |
|
|
2019
Q1 | $27K | Hold |
100
| – | – | 0.02% | 192 |
|
|
2018
Q4 | $23K | Hold |
100
| – | – | 0.02% | 183 |
|
|
2018
Q3 | $27K | Hold |
100
| – | – | 0.02% | 209 |
|
|
2018
Q2 | $24K | Hold |
100
| – | – | 0.02% | 213 |
|
|
2018
Q1 | $22K | Buy |
+100
| New | +$22K | 0.02% | 225 |
|
|
2015
Q3 | – | Sell |
-24
| Closed | -$2K | – | 395 |
|
|
2015
Q2 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 323 |
|