MSWM
Mowery & Schoenfeld Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.5K | Sell |
159
-1
| -0.6% | -$387 | 0.09% | 108 |
|
|
2025
Q1 | $61.4K | Buy |
160
+1
| +0.6% | +$384 | 0.12% | 117 |
|
|
2024
Q4 | $70.7K | Buy |
159
+155
| +3,875% | +$68.9K | 0.14% | 89 |
|
|
2024
Q3 | $2.07K | Hold |
4
| – | – | ﹤0.01% | 214 |
|
|
2024
Q2 | $2.22K | Hold |
4
| – | – | ﹤0.01% | 189 |
|
|
2024
Q1 | $2.02K | Sell |
4
-1
| -20% | -$505 | ﹤0.01% | 136 |
|
|
2023
Q4 | $2.98K | Buy |
+5
| New | +$2.98K | 0.01% | 137 |
|