TWA
Tandem Wealth Advisors’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-677
| Closed | -$351K | – | 53 |
|
|
2024
Q3 | $351K | Buy |
677
+50
| +8% | +$25.9K | 0.18% | 40 |
|
|
2024
Q2 | $348K | Hold |
627
| – | – | 0.19% | 36 |
|
|
2024
Q1 | $316K | Hold |
627
| – | – | 0.17% | 39 |
|
|
2023
Q4 | $374K | Buy |
627
+186
| +42% | +$111K | 0.22% | 31 |
|
|
2023
Q3 | $225K | Buy |
441
+9
| +2% | +$4.59K | 0.14% | 45 |
|
|
2023
Q2 | $211K | Buy |
+432
| New | +$211K | 0.13% | 49 |
|