OWM
Opes Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Sell |
1,128
-131
| -10% | -$50.7K | 0.08% | 101 |
|
|
2025
Q1 | $483K | Buy |
1,259
+6
| +0.5% | +$2.3K | 0.1% | 89 |
|
|
2024
Q4 | $557K | Buy |
1,253
+183
| +17% | +$81.4K | 0.11% | 78 |
|
|
2024
Q3 | $554K | Buy |
1,070
+3
| +0.3% | +$1.55K | 0.11% | 76 |
|
|
2024
Q2 | $593K | Sell |
1,067
-20
| -2% | -$11.1K | 0.12% | 72 |
|
|
2024
Q1 | $549K | Sell |
1,087
-96
| -8% | -$48.4K | 0.13% | 77 |
|
|
2023
Q4 | $706K | Sell |
1,183
-15
| -1% | -$8.95K | 0.17% | 65 |
|
|
2023
Q3 | $611K | Buy |
1,198
+12
| +1% | +$6.12K | 0.17% | 66 |
|
|
2023
Q2 | $580K | Sell |
1,186
-2
| -0.2% | -$978 | 0.16% | 74 |
|
|
2023
Q1 | $458K | Hold |
1,188
| – | – | 0.15% | 74 |
|
|
2022
Q4 | $400K | Hold |
1,188
| – | – | 0.15% | 76 |
|
|
2022
Q3 | $327K | Buy |
1,188
+510
| +75% | +$140K | 0.13% | 72 |
|
|
2022
Q2 | $248K | Hold |
678
| – | – | 0.1% | 84 |
|
|
2022
Q1 | $309K | Buy |
678
+276
| +69% | +$126K | 0.1% | 83 |
|
|
2021
Q4 | $228K | Hold |
402
| – | – | 0.07% | 102 |
|
|
2021
Q3 | $231K | Buy |
+402
| New | +$231K | 0.08% | 92 |
|