SWA
SOA Wealth Advisors’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Sell |
433
-40
| -8% | -$15.5K | 0.03% | 214 |
|
|
2025
Q1 | $181K | Hold |
473
| – | – | 0.04% | 198 |
|
|
2024
Q4 | $210K | Hold |
473
| – | – | 0.04% | 179 |
|
|
2024
Q3 | $245K | Hold |
473
| – | – | 0.05% | 164 |
|
|
2024
Q2 | $263K | Sell |
473
-132
| -22% | -$73.3K | 0.05% | 154 |
|
|
2024
Q1 | $305K | Hold |
605
| – | – | 0.06% | 141 |
|
|
2023
Q4 | $361K | Hold |
605
| – | – | 0.08% | 121 |
|
|
2023
Q3 | $308K | Sell |
605
-17
| -3% | -$8.67K | 0.08% | 129 |
|
|
2023
Q2 | $304K | Hold |
622
| – | – | 0.07% | 130 |
|
|
2023
Q1 | $240K | Hold |
622
| – | – | 0.06% | 137 |
|
|
2022
Q4 | $209K | Sell |
622
-5
| -0.8% | -$1.68K | 0.06% | 145 |
|
|
2022
Q3 | $172K | Hold |
627
| – | – | 0.05% | 156 |
|
|
2022
Q2 | $229K | Sell |
627
-1
| -0.2% | -$365 | 0.07% | 134 |
|
|
2022
Q1 | $286K | Hold |
628
| – | – | 0.07% | 133 |
|
|
2021
Q4 | $358K | Hold |
628
| – | – | 0.09% | 118 |
|
|
2021
Q3 | $361K | Buy |
628
+2
| +0.3% | +$1.15K | 0.09% | 121 |
|
|
2021
Q2 | $366K | Buy |
626
+31
| +5% | +$18.1K | 0.09% | 119 |
|
|
2021
Q1 | $282K | Sell |
595
-87
| -13% | -$41.2K | 0.08% | 125 |
|
|
2020
Q4 | $336K | Buy |
+682
| New | +$336K | 0.09% | 112 |
|