SVWAG
Sound View Wealth Advisors Group’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
632
-118
| -16% | -$45.7K | 0.02% | 375 |
|
|
2025
Q1 | $288K | Buy |
750
+66
| +10% | +$25.3K | 0.02% | 342 |
|
|
2024
Q4 | $304K | Sell |
684
-66
| -9% | -$29.4K | 0.02% | 336 |
|
|
2024
Q3 | $388K | Buy |
750
+85
| +13% | +$44K | 0.03% | 296 |
|
|
2024
Q2 | $369K | Hold |
665
| – | – | 0.04% | 273 |
|
|
2024
Q1 | $336K | Sell |
665
-31
| -4% | -$15.6K | 0.04% | 289 |
|
|
2023
Q4 | $415K | Buy |
696
+17
| +3% | +$10.1K | 0.05% | 260 |
|
|
2023
Q3 | $346K | Buy |
679
+30
| +5% | +$15.3K | 0.04% | 270 |
|
|
2023
Q2 | $317K | Sell |
649
-31
| -5% | -$15.2K | 0.04% | 280 |
|
|
2023
Q1 | $262K | Sell |
680
-16
| -2% | -$6.17K | 0.04% | 304 |
|
|
2022
Q4 | $415K | Buy |
+696
| New | +$415K | 0.05% | 260 |
|
|
2022
Q3 | – | Sell |
-727
| Closed | -$266K | – | 269 |
|
|
2022
Q2 | $266K | Sell |
727
-60
| -8% | -$22K | 0.06% | 232 |
|
|
2022
Q1 | $359K | Buy |
787
+10
| +1% | +$4.56K | 0.07% | 211 |
|
|
2021
Q4 | $441K | Sell |
777
-103
| -12% | -$58.5K | 0.08% | 190 |
|
|
2021
Q3 | $507K | Buy |
880
+53
| +6% | +$30.5K | 0.11% | 167 |
|
|
2021
Q2 | $484K | Sell |
827
-13
| -2% | -$7.61K | 0.1% | 178 |
|
|
2021
Q1 | $399K | Sell |
840
-32
| -4% | -$15.2K | 0.09% | 181 |
|
|
2020
Q4 | $436K | Hold |
872
| – | – | 0.11% | 163 |
|
|
2020
Q3 | $428K | Sell |
872
-37
| -4% | -$18.2K | 0.11% | 160 |
|
|
2020
Q2 | $396K | Sell |
909
-6
| -0.7% | -$2.61K | 0.11% | 158 |
|
|
2020
Q1 | $291K | Sell |
915
-13
| -1% | -$4.13K | 0.1% | 162 |
|
|
2019
Q4 | $306K | Sell |
928
-37
| -4% | -$12.2K | 0.09% | 187 |
|
|
2019
Q3 | $267K | Sell |
965
-23
| -2% | -$6.36K | 0.08% | 204 |
|
|
2019
Q2 | $291K | Buy |
+988
| New | +$291K | 0.09% | 199 |
|