SHFA
SC&H Financial Advisors’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
940
+32
| +4% | +$12.4K | 0.06% | 104 |
|
|
2025
Q1 | $348K | Hold |
908
| – | – | 0.07% | 107 |
|
|
2024
Q4 | $404K | Hold |
908
| – | – | 0.08% | 96 |
|
|
2024
Q3 | $470K | Hold |
908
| – | – | 0.1% | 95 |
|
|
2024
Q2 | $504K | Hold |
908
| – | – | 0.12% | 86 |
|
|
2024
Q1 | $458K | Hold |
908
| – | – | 0.12% | 92 |
|
|
2023
Q4 | $542K | Sell |
908
-51
| -5% | -$30.4K | 0.16% | 85 |
|
|
2023
Q3 | $489K | Hold |
959
| – | – | 0.16% | 86 |
|
|
2023
Q2 | $469K | Hold |
959
| – | – | 0.16% | 93 |
|
|
2023
Q1 | $370K | Buy |
959
+203
| +27% | +$78.3K | 0.13% | 102 |
|
|
2022
Q4 | $254K | Sell |
756
-62
| -8% | -$20.9K | 0.11% | 114 |
|
|
2022
Q3 | $225K | Sell |
818
-190
| -19% | -$52.3K | 0.11% | 120 |
|
|
2022
Q2 | $369K | Sell |
1,008
-140
| -12% | -$51.3K | 0.17% | 100 |
|
|
2022
Q1 | $523K | Sell |
1,148
-90
| -7% | -$41K | 0.25% | 87 |
|
|
2021
Q4 | $702K | Buy |
+1,238
| New | +$702K | 0.39% | 58 |
|