SPWG
Sage Private Wealth Group’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
+605
| New | +$234K | 0.15% | 78 |
|
|
2024
Q4 | – | Sell |
-394
| Closed | -$204K | – | 87 |
|
|
2024
Q3 | $204K | Sell |
394
-52
| -12% | -$26.9K | 0.16% | 90 |
|
|
2024
Q2 | $248K | Buy |
+446
| New | +$248K | 0.21% | 75 |
|
|
2022
Q4 | – | Sell |
-174
| Closed | -$48K | – | 50 |
|
|
2022
Q3 | $48K | Hold |
174
| – | – | 0.06% | 84 |
|
|
2022
Q2 | $64K | Buy |
174
+17
| +11% | +$6.25K | 0.09% | 75 |
|
|
2022
Q1 | $72K | Buy |
157
+23
| +17% | +$10.5K | 0.07% | 78 |
|
|
2021
Q4 | $75K | Buy |
134
+2
| +2% | +$1.12K | 0.09% | 73 |
|
|
2021
Q3 | $76K | Hold |
132
| – | – | 0.11% | 69 |
|
|
2021
Q2 | $77K | Hold |
132
| – | – | 0.1% | 68 |
|
|
2021
Q1 | $63K | Buy |
132
+14
| +12% | +$6.68K | 0.11% | 75 |
|
|
2020
Q4 | $59K | Buy |
+118
| New | +$59K | 0.16% | 68 |
|