RSWM
Robertson Stephens Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
3,914
-489
| -11% | -$189K | 0.05% | 219 |
|
|
2025
Q1 | $1.69M | Sell |
4,403
-566
| -11% | -$217K | 0.06% | 206 |
|
|
2024
Q4 | $2.21M | Sell |
4,969
-474
| -9% | -$211K | 0.08% | 185 |
|
|
2024
Q3 | $2.82M | Buy |
5,443
+567
| +12% | +$294K | 0.1% | 160 |
|
|
2024
Q2 | $2.71M | Buy |
4,876
+296
| +6% | +$164K | 0.14% | 121 |
|
|
2024
Q1 | $2.31M | Sell |
4,580
-439
| -9% | -$222K | 0.12% | 139 |
|
|
2023
Q4 | $2.99M | Buy |
5,019
+822
| +20% | +$490K | 0.18% | 104 |
|
|
2023
Q3 | $2.14M | Buy |
4,197
+205
| +5% | +$105K | 0.14% | 135 |
|
|
2023
Q2 | $1.95M | Buy |
3,992
+323
| +9% | +$158K | 0.14% | 130 |
|
|
2023
Q1 | $1.41M | Buy |
3,669
+1,886
| +106% | +$727K | 0.11% | 159 |
|
|
2022
Q4 | $600K | Sell |
1,783
-1,032
| -37% | -$347K | 0.06% | 235 |
|
|
2022
Q3 | $774K | Buy |
2,815
+1,573
| +127% | +$433K | 0.08% | 177 |
|
|
2022
Q2 | $454K | Buy |
1,242
+4
| +0.3% | +$1.46K | 0.04% | 242 |
|
|
2022
Q1 | $564K | Buy |
1,238
+627
| +103% | +$286K | 0.05% | 241 |
|
|
2021
Q4 | $346K | Buy |
611
+4
| +0.7% | +$2.27K | 0.03% | 299 |
|
|
2021
Q3 | $349K | Sell |
607
-410
| -40% | -$236K | 0.04% | 241 |
|
|
2021
Q2 | $595K | Buy |
1,017
+379
| +59% | +$222K | 0.07% | 191 |
|
|
2021
Q1 | $303K | Buy |
+638
| New | +$303K | 0.05% | 232 |
|
|
2020
Q4 | – | Sell |
-1,458
| Closed | -$715K | – | 247 |
|
|
2020
Q3 | $715K | Buy |
+1,458
| New | +$715K | 0.18% | 107 |
|