Mount Yale Investment Advisors’s Adobe ADBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$618K Sell
1,599
-430
-21% -$166K 0.05% 299
2025
Q1
$778K Sell
2,029
-654
-24% -$251K 0.07% 237
2024
Q4
$1.19M Sell
2,683
-723
-21% -$322K 0.1% 173
2024
Q3
$1.76M Sell
3,406
-68
-2% -$35.2K 0.17% 132
2024
Q2
$1.93M Sell
3,474
-57
-2% -$31.7K 0.15% 126
2024
Q1
$1.78M Buy
3,531
+23
+0.7% +$11.6K 0.14% 146
2023
Q4
$2.09M Sell
3,508
-353
-9% -$211K 0.2% 116
2023
Q3
$1.97M Buy
3,861
+588
+18% +$300K 0.21% 107
2023
Q2
$1.6M Sell
3,273
-621
-16% -$304K 0.17% 131
2023
Q1
$1.5M Buy
3,894
+717
+23% +$276K 0.17% 129
2022
Q4
$1.07M Sell
3,177
-278
-8% -$93.6K 0.12% 174
2022
Q3
$951K Sell
3,455
-947
-22% -$261K 0.13% 170
2022
Q2
$1.61M Sell
4,402
-500
-10% -$183K 0.2% 110
2022
Q1
$2.23M Sell
4,902
-668
-12% -$304K 0.24% 100
2021
Q4
$3.16M Sell
5,570
-1,058
-16% -$600K 0.33% 75
2021
Q3
$3.82M Sell
6,628
-938
-12% -$540K 0.44% 54
2021
Q2
$4.43M Sell
7,566
-60
-0.8% -$35.1K 0.54% 45
2021
Q1
$3.63M Buy
7,626
+494
+7% +$235K 0.47% 53
2020
Q4
$3.57M Buy
7,132
+357
+5% +$179K 0.5% 51
2020
Q3
$3.32M Buy
6,775
+738
+12% +$362K 0.47% 49
2020
Q2
$2.63M Buy
6,037
+1,653
+38% +$720K 0.47% 56
2020
Q1
$1.4M Buy
4,384
+3,593
+454% +$1.14M 0.31% 80
2019
Q4
$278K Sell
791
-294
-27% -$103K 0.05% 285
2019
Q3
$317K Buy
1,085
+205
+23% +$59.9K 0.06% 263
2019
Q2
$254K Sell
880
-132
-13% -$38.1K 0.05% 278
2019
Q1
$270K Sell
1,012
-5
-0.5% -$1.33K 0.05% 270
2018
Q4
$263K Buy
1,017
+47
+5% +$12.2K 0.05% 272
2018
Q3
$246K Buy
970
+286
+42% +$72.5K 0.04% 283
2018
Q2
$167K Buy
684
+75
+12% +$18.3K 0.03% 325
2018
Q1
$132K Buy
+609
New +$132K 0.03% 371