RWA
Roberts Wealth Advisors’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
8,521
+722
| +9% | +$279K | 0.95% | 36 |
|
|
2025
Q1 | $2.99M | Buy |
7,799
+517
| +7% | +$198K | 0.92% | 38 |
|
|
2024
Q4 | $3.04M | Sell |
7,282
-261
| -3% | -$109K | 0.92% | 36 |
|
|
2024
Q3 | $3.74M | Buy |
7,543
+272
| +4% | +$135K | 1.21% | 27 |
|
|
2024
Q2 | $4.12M | Buy |
7,271
+262
| +4% | +$148K | 1.4% | 23 |
|
|
2024
Q1 | $3.29M | Buy |
+7,009
| New | +$3.29M | 1.23% | 31 |
|
|
2023
Q4 | – | Sell |
-6,946
| Closed | -$3.83M | – | 56 |
|
|
2023
Q3 | $3.83M | Buy |
6,946
+98
| +1% | +$54K | 1.68% | 18 |
|
|
2023
Q2 | $3.35M | Buy |
6,848
+60
| +0.9% | +$29.3K | 1.47% | 25 |
|
|
2023
Q1 | $2.61M | Buy |
6,788
+298
| +5% | +$115K | 1.2% | 30 |
|
|
2022
Q4 | $2.19M | Buy |
6,490
+2,236
| +53% | +$753K | 1.06% | 38 |
|
|
2022
Q3 | $1.27M | Buy |
4,254
+224
| +6% | +$66.8K | 0.62% | 48 |
|
|
2022
Q2 | $1.57M | Buy |
4,030
+325
| +9% | +$127K | 0.68% | 45 |
|
|
2022
Q1 | $1.7M | Buy |
3,705
+101
| +3% | +$46.3K | 0.67% | 44 |
|
|
2021
Q4 | $2.03M | Buy |
3,604
+536
| +17% | +$303K | 0.73% | 45 |
|
|
2021
Q3 | $1.77M | Buy |
+3,068
| New | +$1.77M | 0.7% | 48 |
|