San Luis Wealth Advisors’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,194
| Closed | -$3.14M | – | 140 |
|
|
2025
Q1 | $3.14M | Sell |
8,194
-186
| -2% | -$71.3K | 0.71% | 37 |
|
|
2024
Q4 | $3.73M | Buy |
8,380
+1,249
| +18% | +$555K | 0.71% | 38 |
|
|
2024
Q3 | $3.69M | Buy |
7,131
+348
| +5% | +$180K | 0.76% | 35 |
|
|
2024
Q2 | $3.77M | Buy |
+6,783
| New | +$3.77M | 0.91% | 37 |
|
|
2023
Q4 | – | Sell |
-4,106
| Closed | -$2.09M | – | 61 |
|
|
2023
Q3 | $2.09M | Sell |
4,106
-422
| -9% | -$215K | 1.01% | 21 |
|
|
2023
Q2 | $2.21M | Buy |
+4,528
| New | +$2.21M | 0.78% | 26 |
|
|
2022
Q2 | – | Sell |
-2,289
| Closed | -$1.3M | – | 71 |
|
|
2022
Q1 | $1.3M | Sell |
2,289
-1
| -0% | -$567 | 0.63% | 36 |
|
|
2021
Q4 | $1.3M | Buy |
2,290
+1,210
| +112% | +$686K | 1.32% | 19 |
|
|
2021
Q3 | $622K | Buy |
+1,080
| New | +$622K | 0.35% | 74 |
|