PWM
Paulson Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-626
| Closed | -$278K | – | 133 |
|
|
2024
Q4 | $278K | Sell |
626
-123
| -16% | -$54.7K | 0.08% | 118 |
|
|
2024
Q3 | $388K | Buy |
749
+3
| +0.4% | +$1.55K | 0.1% | 102 |
|
|
2024
Q2 | $414K | Hold |
746
| – | – | 0.12% | 88 |
|
|
2024
Q1 | $376K | Sell |
746
-11
| -1% | -$5.55K | 0.11% | 100 |
|
|
2023
Q4 | $452K | Buy |
757
+248
| +49% | +$148K | 0.14% | 79 |
|
|
2023
Q3 | $260K | Hold |
509
| – | – | 0.09% | 111 |
|
|
2023
Q2 | $249K | Buy |
+509
| New | +$249K | 0.09% | 110 |
|