SWA
Sutton Wealth Advisors’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $259K | Buy |
508
+25
| +5% | +$12.7K | 0.13% | 92 |
|
|
2023
Q2 | $236K | Buy |
483
+233
| +93% | +$114K | 0.11% | 93 |
|
|
2023
Q1 | $96.3K | Sell |
250
-1,085
| -81% | -$418K | 0.05% | 162 |
|
|
2022
Q4 | $449K | Sell |
1,335
-113
| -8% | -$38K | 0.17% | 91 |
|
|
2022
Q3 | $398K | Buy |
1,448
+142
| +11% | +$39.1K | 0.16% | 95 |
|
|
2022
Q2 | $478K | Buy |
1,306
+25
| +2% | +$9.15K | 0.19% | 83 |
|
|
2022
Q1 | $584K | Buy |
1,281
+6
| +0.5% | +$2.73K | 0.2% | 79 |
|
|
2021
Q4 | $723K | Sell |
1,275
-1
| -0.1% | -$567 | 0.24% | 70 |
|
|
2021
Q3 | $735K | Buy |
1,276
+4
| +0.3% | +$2.3K | 0.27% | 64 |
|
|
2021
Q2 | $745K | Hold |
1,272
| – | – | 0.27% | 64 |
|
|
2021
Q1 | $605K | Buy |
1,272
+15
| +1% | +$7.13K | 0.24% | 72 |
|
|
2020
Q4 | $629K | Buy |
1,257
+13
| +1% | +$6.5K | 0.27% | 65 |
|
|
2020
Q3 | $610K | Hold |
1,244
| – | – | 0.3% | 62 |
|
|
2020
Q2 | $542K | Sell |
1,244
-57
| -4% | -$24.8K | 0.28% | 61 |
|
|
2020
Q1 | $414K | Buy |
1,301
+9
| +0.7% | +$2.86K | 0.26% | 68 |
|
|
2019
Q4 | $426K | Hold |
1,292
| – | – | 0.22% | 78 |
|
|
2019
Q3 | $357K | Hold |
1,292
| – | – | 0.2% | 87 |
|
|
2019
Q2 | $381K | Buy |
1,292
+11
| +0.9% | +$3.24K | 0.22% | 84 |
|
|
2019
Q1 | $341K | Buy |
1,281
+7
| +0.5% | +$1.87K | 0.2% | 91 |
|
|
2018
Q4 | $288K | Buy |
1,274
+77
| +6% | +$17.4K | 0.19% | 95 |
|
|
2018
Q3 | $323K | Hold |
1,197
| – | – | 0.21% | 86 |
|
|
2018
Q2 | $292K | Hold |
1,197
| – | – | 0.2% | 85 |
|
|
2018
Q1 | $259K | Hold |
1,197
| – | – | 0.19% | 95 |
|
|
2017
Q4 | $210K | Hold |
1,197
| – | – | 0.15% | 121 |
|
|
2017
Q3 | $179K | Hold |
1,197
| – | – | 0.14% | 128 |
|
|
2017
Q2 | $169K | Buy |
1,197
+33
| +3% | +$4.67K | 0.13% | 135 |
|
|
2017
Q1 | $151K | Hold |
1,164
| – | – | 0.13% | 139 |
|
|
2016
Q4 | $120K | Sell |
1,164
-69
| -6% | -$7.1K | 0.11% | 164 |
|
|
2016
Q3 | $134K | Buy |
1,233
+30
| +2% | +$3.26K | 0.12% | 138 |
|
|
2016
Q2 | $115K | Hold |
1,203
| – | – | 0.11% | 161 |
|
|
2016
Q1 | $113K | Buy |
+1,203
| New | +$113K | 0.11% | 165 |
|