Tolleson Wealth Management’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $874K | Hold |
2,259
| – | – | 0.15% | 47 |
|
|
2025
Q1 | $866K | Sell |
2,259
-344
| -13% | -$132K | 0.17% | 47 |
|
|
2024
Q4 | $1.16M | Buy |
2,603
+318
| +14% | +$141K | 0.24% | 39 |
|
|
2024
Q3 | $1.18M | Sell |
2,285
-2
| -0.1% | -$1.04K | 0.23% | 35 |
|
|
2024
Q2 | $1.27M | Buy |
2,287
+26
| +1% | +$14.4K | 0.25% | 38 |
|
|
2024
Q1 | $1.14M | Sell |
2,261
-43
| -2% | -$21.7K | 0.22% | 40 |
|
|
2023
Q4 | $1.38M | Sell |
2,304
-16
| -0.7% | -$9.55K | 0.28% | 37 |
|
|
2023
Q3 | $1.18M | Buy |
2,320
+61
| +3% | +$31.1K | 0.28% | 39 |
|
|
2023
Q2 | $1.11M | Hold |
2,259
| – | – | 0.27% | 43 |
|
|
2023
Q1 | $871K | Sell |
2,259
-20
| -0.9% | -$7.71K | 0.23% | 46 |
|
|
2022
Q4 | $767K | Buy |
2,279
+20
| +0.9% | +$6.73K | 0.21% | 48 |
|
|
2022
Q3 | $622K | Hold |
2,259
| – | – | 0.19% | 50 |
|
|
2022
Q2 | $827K | Hold |
2,259
| – | – | 0.23% | 44 |
|
|
2022
Q1 | $1.03M | Hold |
2,259
| – | – | 0.31% | 40 |
|
|
2021
Q4 | $1.28M | Hold |
2,259
| – | – | 0.34% | 36 |
|
|
2021
Q3 | $1.3M | Sell |
2,259
-251
| -10% | -$145K | 0.37% | 34 |
|
|
2021
Q2 | $1.47M | Hold |
2,510
| – | – | 0.4% | 33 |
|
|
2021
Q1 | $1.19M | Hold |
2,510
| – | – | 0.36% | 33 |
|
|
2020
Q4 | $1.26M | Hold |
2,510
| – | – | 0.42% | 28 |
|
|
2020
Q3 | $1.23M | Hold |
2,510
| – | – | 0.5% | 27 |
|
|
2020
Q2 | $1.09M | Hold |
2,510
| – | – | 0.48% | 29 |
|
|
2020
Q1 | $799K | Hold |
2,510
| – | – | 0.35% | 36 |
|
|
2019
Q4 | $828K | Hold |
2,510
| – | – | 0.4% | 31 |
|
|
2019
Q3 | $693K | Hold |
2,510
| – | – | 0.38% | 31 |
|
|
2019
Q2 | $740K | Hold |
2,510
| – | – | 0.51% | 22 |
|
|
2019
Q1 | $669K | Hold |
2,510
| – | – | 0.46% | 22 |
|
|
2018
Q4 | $568K | Buy |
+2,510
| New | +$568K | 0.33% | 26 |
|