Nvest Financial’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,449
| Closed | -$939K | – | 107 |
|
|
2025
Q1 | $939K | Buy |
2,449
+470
| +24% | +$180K | 0.5% | 50 |
|
|
2024
Q4 | $880K | Buy |
1,979
+106
| +6% | +$47.1K | 0.45% | 58 |
|
|
2024
Q3 | $970K | Buy |
1,873
+216
| +13% | +$112K | 0.55% | 49 |
|
|
2024
Q2 | $921K | Buy |
1,657
+728
| +78% | +$404K | 0.57% | 46 |
|
|
2024
Q1 | $469K | Buy |
929
+493
| +113% | +$249K | 0.31% | 58 |
|
|
2023
Q4 | $260K | Sell |
436
-4
| -0.9% | -$2.39K | 0.2% | 63 |
|
|
2023
Q3 | $224K | Hold |
440
| – | – | 0.21% | 58 |
|
|
2023
Q2 | $215K | Buy |
+440
| New | +$215K | 0.19% | 59 |
|
|
2022
Q2 | – | Sell |
-2,385
| Closed | -$1.09M | – | 52 |
|
|
2022
Q1 | $1.09M | Buy |
+2,385
| New | +$1.09M | 0.89% | 34 |
|