PWM
PBMares Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
1,075
-347
| -24% | -$134K | 0.08% | 122 |
|
|
2025
Q1 | $545K | Hold |
1,422
| – | – | 0.11% | 102 |
|
|
2024
Q4 | $632K | Buy |
1,422
+6
| +0.4% | +$2.67K | 0.13% | 93 |
|
|
2024
Q3 | $733K | Sell |
1,416
-2
| -0.1% | -$1.04K | 0.15% | 83 |
|
|
2024
Q2 | $788K | Sell |
1,418
-50
| -3% | -$27.8K | 0.19% | 81 |
|
|
2024
Q1 | $741K | Buy |
1,468
+65
| +5% | +$32.8K | 0.19% | 83 |
|
|
2023
Q4 | $837K | Buy |
1,403
+5
| +0.4% | +$2.98K | 0.25% | 65 |
|
|
2023
Q3 | $713K | Sell |
1,398
-15
| -1% | -$7.65K | 0.26% | 73 |
|
|
2023
Q2 | $691K | Sell |
1,413
-51
| -3% | -$24.9K | 0.25% | 76 |
|
|
2023
Q1 | $564K | Sell |
1,464
-6
| -0.4% | -$2.31K | 0.21% | 84 |
|
|
2022
Q4 | $495K | Sell |
1,470
-189
| -11% | -$63.6K | 0.2% | 87 |
|
|
2022
Q3 | $457K | Sell |
1,659
-15
| -0.9% | -$4.13K | 0.2% | 92 |
|
|
2022
Q2 | $613K | Hold |
1,674
| – | – | 0.26% | 68 |
|
|
2022
Q1 | $763K | Sell |
1,674
-81
| -5% | -$36.9K | 0.47% | 54 |
|
|
2021
Q4 | $995K | Hold |
1,755
| – | – | 0.42% | 47 |
|
|
2021
Q3 | $1.01M | Hold |
1,755
| – | – | 0.48% | 41 |
|
|
2021
Q2 | $1.03M | Hold |
1,755
| – | – | 0.56% | 39 |
|
|
2021
Q1 | $834K | Buy |
1,755
+189
| +12% | +$89.8K | 0.68% | 49 |
|
|
2020
Q4 | $783K | Hold |
1,566
| – | – | 0.9% | 39 |
|
|
2020
Q3 | $768K | Hold |
1,566
| – | – | 1.13% | 31 |
|
|
2020
Q2 | $682K | Sell |
1,566
-113
| -7% | -$49.2K | 1.03% | 31 |
|
|
2020
Q1 | $534K | Sell |
1,679
-4
| -0.2% | -$1.27K | 0.84% | 39 |
|
|
2019
Q4 | $555K | Buy |
+1,683
| New | +$555K | 0.66% | 48 |
|