SWM
StoneCrest Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-500
| Closed | -$222K | – | 68 |
|
|
2024
Q4 | $222K | Hold |
500
| – | – | 0.15% | 60 |
|
|
2024
Q3 | $259K | Sell |
500
-253
| -34% | -$131K | 0.19% | 55 |
|
|
2024
Q2 | $418K | Sell |
753
-10
| -1% | -$5.56K | 0.32% | 44 |
|
|
2024
Q1 | $385K | Hold |
763
| – | – | 0.33% | 46 |
|
|
2023
Q4 | $455K | Buy |
+763
| New | +$455K | 0.44% | 43 |
|