SWM
Sugarloaf Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $184K | Buy |
414
+23
| +6% | +$10.2K | 0.03% | 172 |
|
|
2024
Q3 | $202K | Sell |
391
-5,598
| -93% | -$2.9M | 0.04% | 164 |
|
|
2024
Q2 | $3.33M | Buy |
5,989
+231
| +4% | +$128K | 0.67% | 28 |
|
|
2024
Q1 | $2.91M | Buy |
5,758
+358
| +7% | +$181K | 0.6% | 32 |
|
|
2023
Q4 | $3.22M | Buy |
5,400
+22
| +0.4% | +$13.1K | 0.78% | 22 |
|
|
2023
Q3 | $2.74M | Sell |
5,378
-1,300
| -19% | -$663K | 0.69% | 24 |
|
|
2023
Q2 | $3.27M | Buy |
6,678
+123
| +2% | +$60.1K | 0.76% | 17 |
|
|
2023
Q1 | $2.53M | Sell |
6,555
-164
| -2% | -$63.2K | 0.62% | 22 |
|
|
2022
Q4 | $2.26M | Buy |
6,719
+1,311
| +24% | +$441K | 0.57% | 30 |
|
|
2022
Q3 | $1.49M | Buy |
5,408
+395
| +8% | +$109K | 0.38% | 40 |
|
|
2022
Q2 | $1.84M | Buy |
5,013
+1,231
| +33% | +$451K | 0.46% | 38 |
|
|
2022
Q1 | $1.75M | Buy |
3,782
+584
| +18% | +$270K | 0.41% | 37 |
|
|
2021
Q4 | $1.81M | Buy |
3,198
+245
| +8% | +$139K | 0.43% | 36 |
|
|
2021
Q3 | $1.7M | Buy |
2,953
+138
| +5% | +$79.4K | 0.45% | 35 |
|
|
2021
Q2 | $1.65M | Buy |
2,815
+321
| +13% | +$188K | 0.45% | 33 |
|
|
2021
Q1 | $1.19K | Buy |
2,494
+2,439
| +4,435% | +$1.16K | 0.35% | 40 |
|
|
2020
Q4 | $28K | Hold |
55
| – | – | 0.01% | 325 |
|
|
2020
Q3 | $27K | Hold |
55
| – | – | 0.01% | 313 |
|
|
2020
Q2 | $24K | Hold |
55
| – | – | 0.01% | 322 |
|
|
2020
Q1 | $18K | Buy |
+55
| New | +$18K | 0.01% | 342 |
|