MTWM
Masso Torrence Wealth Management’s Adobe ADBE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-561
| Closed | -$249K | – | 100 |
|
2024
Q4 | $249K | Sell |
561
-28
| -5% | -$12.5K | 0.13% | 83 |
|
2024
Q3 | $305K | Sell |
589
-50
| -8% | -$25.9K | 0.16% | 74 |
|
2024
Q2 | $355K | Sell |
639
-150
| -19% | -$83.3K | 0.2% | 71 |
|
2024
Q1 | $398K | Sell |
789
-60
| -7% | -$30.3K | 0.24% | 63 |
|
2023
Q4 | $507K | Buy |
849
+29
| +4% | +$17.3K | 0.35% | 52 |
|
2023
Q3 | $418K | Sell |
820
-15
| -2% | -$7.65K | 0.32% | 59 |
|
2023
Q2 | $408K | Buy |
835
+25
| +3% | +$12.2K | 0.29% | 60 |
|
2023
Q1 | $312K | Hold |
810
| – | – | 0.25% | 71 |
|
2022
Q4 | $273K | Hold |
810
| – | – | 0.22% | 76 |
|
2022
Q3 | $223K | Buy |
810
+28
| +4% | +$7.71K | 0.2% | 77 |
|
2022
Q2 | $286K | Sell |
782
-30
| -4% | -$11K | 0.25% | 64 |
|
2022
Q1 | $370K | Buy |
812
+25
| +3% | +$11.4K | 0.3% | 56 |
|
2021
Q4 | $446K | Buy |
+787
| New | +$446K | 0.31% | 57 |
|