SWMP
Signature Wealth Management Partners’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-917
| Closed | -$352K | – | 111 |
|
|
2025
Q1 | $352K | Buy |
917
+220
| +32% | +$84.4K | 0.23% | 74 |
|
|
2024
Q4 | $310K | Buy |
697
+300
| +76% | +$133K | 0.21% | 79 |
|
|
2024
Q3 | $206K | Hold |
397
| – | – | 0.15% | 98 |
|
|
2024
Q2 | $221K | Buy |
+397
| New | +$221K | 0.17% | 94 |
|
|
2021
Q4 | – | Sell |
-425
| Closed | -$245K | – | 111 |
|
|
2021
Q3 | $245K | Buy |
425
+25
| +6% | +$14.4K | 0.22% | 94 |
|
|
2021
Q2 | $234K | Buy |
+400
| New | +$234K | 0.21% | 95 |
|