Root Financial Partners’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
849
+87
| +11% | +$33.7K | 0.03% | 175 |
|
|
2025
Q1 | $292K | Buy |
762
+159
| +26% | +$61K | 0.03% | 159 |
|
|
2024
Q4 | $268K | Buy |
603
+175
| +41% | +$77.8K | 0.03% | 166 |
|
|
2024
Q3 | $222K | Buy |
+428
| New | +$222K | 0.04% | 142 |
|
|
2024
Q2 | – | Sell |
-413
| Closed | -$208K | – | 114 |
|
|
2024
Q1 | $208K | Buy |
+413
| New | +$208K | 0.06% | 92 |
|