Modern 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
$3.19M Sell
8,241
-1,277
-13% -$494K 0.08% 213
2025
Q1
$3.65M Buy
9,518
+3,666
+63% +$1.41M 0.12% 151
2024
Q4
$2.6M Buy
5,852
+421
+8% +$187K 0.1% 163
2024
Q3
$2.81M Buy
5,431
+333
+7% +$172K 0.17% 91
2024
Q2
$2.83M Sell
5,098
-380
-7% -$211K 0.21% 67
2024
Q1
$2.76M Buy
5,478
+4,648
+560% +$2.35M 0.26% 51
2023
Q4
$495K Buy
+830
New +$495K 0.06% 90