TMWM
Taylor & Morgan Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-543
| Closed | -$208K | – | 71 |
|
|
2025
Q1 | $208K | Sell |
543
-25
| -4% | -$9.59K | 0.16% | 63 |
|
|
2024
Q4 | $253K | Sell |
568
-357
| -39% | -$159K | 0.18% | 57 |
|
|
2024
Q3 | $479K | Hold |
925
| – | – | 0.32% | 42 |
|
|
2024
Q2 | $514K | Sell |
925
-311
| -25% | -$173K | 0.36% | 39 |
|
|
2024
Q1 | $624K | Sell |
1,236
-44
| -3% | -$22.2K | 0.46% | 31 |
|
|
2023
Q4 | $764K | Buy |
1,280
+6
| +0.5% | +$3.58K | 0.61% | 25 |
|
|
2023
Q3 | $650K | Sell |
1,274
-159
| -11% | -$81.1K | 0.59% | 27 |
|
|
2023
Q2 | $701K | Sell |
1,433
-92
| -6% | -$45K | 0.57% | 27 |
|
|
2023
Q1 | $588K | Sell |
1,525
-184
| -11% | -$70.9K | 0.51% | 33 |
|
|
2022
Q4 | $575K | Sell |
1,709
-165
| -9% | -$55.5K | 0.54% | 36 |
|
|
2022
Q3 | $516K | Sell |
1,874
-164
| -8% | -$45.2K | 0.51% | 40 |
|
|
2022
Q2 | $746K | Hold |
2,038
| – | – | 0.71% | 33 |
|
|
2022
Q1 | $929K | Buy |
2,038
+193
| +10% | +$88K | 0.76% | 31 |
|
|
2021
Q4 | $1.05M | Buy |
+1,845
| New | +$1.05M | 0.85% | 28 |
|