Trek Financial’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-550
| Closed | -$211K | – | 416 |
|
|
2025
Q1 | $211K | Buy |
+550
| New | +$211K | 0.02% | 369 |
|
|
2024
Q1 | – | Sell |
-452
| Closed | -$270K | – | 389 |
|
|
2023
Q4 | $270K | Buy |
452
+39
| +9% | +$23.3K | 0.02% | 256 |
|
|
2023
Q3 | $211K | Sell |
413
-53
| -11% | -$27K | 0.02% | 264 |
|
|
2023
Q2 | $228K | Buy |
+466
| New | +$228K | 0.02% | 237 |
|