PWAG
Polaris Wealth Advisory Group’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.59M | Sell |
3,113
-851
| -21% | -$434K | 0.12% | 103 |
|
|
2023
Q2 | $1.94M | Sell |
3,964
-712
| -15% | -$348K | 0.15% | 96 |
|
|
2023
Q1 | $1.8M | Buy |
4,676
+5
| +0.1% | +$1.93K | 0.13% | 99 |
|
|
2022
Q4 | $1.6M | Buy |
4,671
+1,688
| +57% | +$579K | 0.12% | 98 |
|
|
2022
Q3 | $852K | Sell |
2,983
-923
| -24% | -$264K | 0.07% | 100 |
|
|
2022
Q2 | $1.43M | Buy |
3,906
+2,572
| +193% | +$942K | 0.11% | 83 |
|
|
2022
Q1 | $604K | Hold |
1,334
| – | – | 0.04% | 108 |
|
|
2021
Q4 | $756K | Sell |
1,334
-92
| -6% | -$52.1K | 0.04% | 114 |
|
|
2021
Q3 | $826K | Sell |
1,426
-1,117
| -44% | -$647K | 0.05% | 106 |
|
|
2021
Q2 | $1.49M | Buy |
2,543
+332
| +15% | +$194K | 0.09% | 90 |
|
|
2021
Q1 | $1.11M | Buy |
2,211
+1,220
| +123% | +$615K | 0.07% | 94 |
|
|
2020
Q4 | $481K | Sell |
991
-558
| -36% | -$271K | 0.04% | 125 |
|
|
2020
Q3 | $754K | Buy |
1,549
+526
| +51% | +$256K | 0.07% | 101 |
|
|
2020
Q2 | $450K | Buy |
1,023
+52
| +5% | +$22.9K | 0.04% | 108 |
|
|
2020
Q1 | $309K | Buy |
971
+44
| +5% | +$14K | 0.03% | 102 |
|
|
2019
Q4 | $320K | Sell |
927
-13,932
| -94% | -$4.81M | 0.02% | 126 |
|
|
2019
Q3 | $3.96M | Buy |
14,859
+551
| +4% | +$147K | 0.32% | 55 |
|
|
2019
Q2 | $4.31M | Buy |
14,308
+261
| +2% | +$78.5K | 0.33% | 54 |
|
|
2019
Q1 | $3.82M | Buy |
14,047
+12,858
| +1,081% | +$3.5M | 0.29% | 65 |
|
|
2018
Q4 | $269K | Buy |
1,189
+112
| +10% | +$25.3K | 0.03% | 125 |
|
|
2018
Q3 | $291K | Buy |
+1,077
| New | +$291K | 0.02% | 132 |
|
|
2018
Q2 | – | Sell |
-1,093
| Closed | -$236K | – | 250 |
|
|
2018
Q1 | $236K | Buy |
+1,093
| New | +$236K | 0.02% | 126 |
|