PWA
Phoenix Wealth Advisors’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Hold |
1,352
| – | – | 0.22% | 79 |
|
|
2025
Q1 | $519K | Sell |
1,352
-17
| -1% | -$6.52K | 0.23% | 77 |
|
|
2024
Q4 | $609K | Buy |
1,369
+8
| +0.6% | +$3.56K | 0.26% | 71 |
|
|
2024
Q3 | $705K | Hold |
1,361
| – | – | 0.33% | 62 |
|
|
2024
Q2 | $756K | Hold |
1,361
| – | – | 0.38% | 59 |
|
|
2024
Q1 | $687K | Buy |
1,361
+9
| +0.7% | +$4.54K | 0.42% | 57 |
|
|
2023
Q4 | $784K | Hold |
1,352
| – | – | 0.55% | 43 |
|
|
2023
Q3 | $689K | Hold |
1,352
| – | – | 0.41% | 41 |
|
|
2023
Q2 | $661K | Hold |
1,352
| – | – | 0.38% | 43 |
|
|
2023
Q1 | $521K | Hold |
1,352
| – | – | 0.32% | 46 |
|
|
2022
Q4 | $455K | Hold |
1,352
| – | – | 0.27% | 49 |
|
|
2022
Q3 | $372K | Sell |
1,352
-158
| -10% | -$43.5K | 0.37% | 60 |
|
|
2022
Q2 | $553K | Buy |
+1,510
| New | +$553K | 0.55% | 43 |
|
|
2022
Q1 | – | Sell |
-1,513
| Closed | -$858K | – | 94 |
|
|
2021
Q4 | $858K | Buy |
1,513
+13
| +0.9% | +$7.37K | 0.65% | 38 |
|
|
2021
Q3 | $864K | Hold |
1,500
| – | – | 0.65% | 43 |
|
|
2021
Q2 | $895K | Hold |
1,500
| – | – | 0.65% | 44 |
|
|
2021
Q1 | $725K | Sell |
1,500
-53
| -3% | -$25.6K | 0.56% | 46 |
|
|
2020
Q4 | $777K | Buy |
+1,553
| New | +$777K | 0.59% | 44 |
|