Sonoma Private Wealth’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,221
| Closed | -$728K | – | 87 |
|
|
2023
Q4 | $728K | Sell |
1,221
-146
| -11% | -$87.1K | 1.21% | 25 |
|
|
2023
Q3 | $697K | Sell |
1,367
-98
| -7% | -$50K | 1.27% | 24 |
|
|
2023
Q2 | $716K | Sell |
1,465
-66
| -4% | -$32.3K | 1.25% | 25 |
|
|
2023
Q1 | $590K | Buy |
+1,531
| New | +$590K | 1.17% | 33 |
|