MWA
Moser Wealth Advisors’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-635
| Closed | -$282K | – | 163 |
|
|
2024
Q4 | $282K | Sell |
635
-25
| -4% | -$11.1K | 0.15% | 68 |
|
|
2024
Q3 | $342K | Buy |
660
+60
| +10% | +$31.1K | 0.18% | 68 |
|
|
2024
Q2 | $333K | Buy |
600
+13
| +2% | +$7.22K | 0.18% | 67 |
|
|
2024
Q1 | $296K | Buy |
587
+362
| +161% | +$183K | 0.17% | 68 |
|
|
2023
Q4 | $134K | Buy |
225
+125
| +125% | +$74.6K | 0.09% | 76 |
|
|
2023
Q3 | $51K | Hold |
100
| – | – | 0.04% | 87 |
|
|
2023
Q2 | $48.9K | Buy |
+100
| New | +$48.9K | 0.03% | 87 |
|
|
2022
Q4 | $67.3K | Hold |
200
| – | – | 0.05% | 77 |
|
|
2022
Q3 | $55K | Sell |
200
-60
| -23% | -$16.5K | 0.04% | 85 |
|
|
2022
Q2 | $95K | Hold |
260
| – | – | 0.07% | 78 |
|
|
2022
Q1 | $118K | Hold |
260
| – | – | 0.07% | 76 |
|
|
2021
Q4 | $147K | Hold |
260
| – | – | 0.09% | 73 |
|
|
2021
Q3 | $150K | Hold |
260
| – | – | 0.1% | 73 |
|
|
2021
Q2 | $152K | Hold |
260
| – | – | 0.1% | 72 |
|
|
2021
Q1 | $124K | Hold |
260
| – | – | 0.09% | 77 |
|
|
2020
Q4 | $130K | Hold |
260
| – | – | 0.1% | 71 |
|
|
2020
Q3 | $128K | Hold |
260
| – | – | 0.1% | 67 |
|
|
2020
Q2 | $113K | Hold |
260
| – | – | 0.11% | 59 |
|
|
2020
Q1 | $83K | Hold |
260
| – | – | 0.1% | 64 |
|
|
2019
Q4 | $86K | Buy |
+260
| New | +$86K | 0.08% | 72 |
|