SWMG
Signature Wealth Management Group’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,665
| Closed | -$1.02M | – | 117 |
|
|
2025
Q1 | $1.02M | Buy |
2,665
+453
| +20% | +$174K | 0.4% | 75 |
|
|
2024
Q4 | $984K | Buy |
2,212
+174
| +9% | +$77.4K | 0.4% | 75 |
|
|
2024
Q3 | $1.06M | Buy |
2,038
+73
| +4% | +$37.8K | 0.42% | 73 |
|
|
2024
Q2 | $1.09M | Buy |
1,965
+142
| +8% | +$78.9K | 0.48% | 70 |
|
|
2024
Q1 | $848K | Buy |
1,823
+142
| +8% | +$66K | 0.39% | 73 |
|
|
2023
Q4 | $1M | Buy |
+1,681
| New | +$1M | 0.46% | 71 |
|
|
2023
Q2 | $1.22M | Buy |
+2,495
| New | +$1.22M | 0.57% | 62 |
|