SWA
SFMG Wealth Advisors’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.34M | Buy |
13,802
+24
| +0.2% | +$9.29K | 0.4% | 39 |
|
|
2025
Q1 | $5.28M | Buy |
13,778
+2,528
| +22% | +$970K | 0.42% | 35 |
|
|
2024
Q4 | $5M | Buy |
11,250
+10,516
| +1,433% | +$4.68M | 0.39% | 39 |
|
|
2024
Q3 | $380K | Buy |
734
+26
| +4% | +$13.5K | 0.03% | 174 |
|
|
2024
Q2 | $393K | Buy |
708
+21
| +3% | +$11.7K | 0.03% | 166 |
|
|
2024
Q1 | $347K | Buy |
687
+7
| +1% | +$3.53K | 0.03% | 183 |
|
|
2023
Q4 | $406K | Buy |
680
+23
| +4% | +$13.7K | 0.04% | 160 |
|
|
2023
Q3 | $335K | Sell |
657
-8
| -1% | -$4.08K | 0.03% | 168 |
|
|
2023
Q2 | $325K | Sell |
665
-34
| -5% | -$16.6K | 0.03% | 169 |
|
|
2023
Q1 | $269K | Buy |
699
+38
| +6% | +$14.6K | 0.03% | 193 |
|
|
2022
Q4 | $222K | Sell |
661
-260
| -28% | -$87.5K | 0.02% | 216 |
|
|
2022
Q3 | $264K | Sell |
921
-12
| -1% | -$3.44K | 0.03% | 182 |
|
|
2022
Q2 | $342K | Buy |
933
+208
| +29% | +$76.2K | 0.04% | 167 |
|
|
2022
Q1 | $330K | Sell |
725
-223
| -24% | -$102K | 0.03% | 189 |
|
|
2021
Q4 | $538K | Buy |
948
+1
| +0.1% | +$568 | 0.05% | 142 |
|
|
2021
Q3 | $545K | Sell |
947
-9
| -0.9% | -$5.18K | 0.06% | 137 |
|
|
2021
Q2 | $560K | Buy |
956
+128
| +15% | +$75K | 0.06% | 136 |
|
|
2021
Q1 | $394K | Buy |
828
+11
| +1% | +$5.23K | 0.05% | 161 |
|
|
2020
Q4 | $409K | Buy |
817
+15
| +2% | +$7.51K | 0.05% | 144 |
|
|
2020
Q3 | $393K | Buy |
802
+149
| +23% | +$73K | 0.05% | 120 |
|
|
2020
Q2 | $284K | Buy |
653
+3
| +0.5% | +$1.31K | 0.04% | 123 |
|
|
2020
Q1 | $207K | Buy |
650
+28
| +5% | +$8.92K | 0.03% | 125 |
|
|
2019
Q4 | $205K | Buy |
+622
| New | +$205K | 0.03% | 157 |
|