Triad Wealth Partners’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $257K | Buy |
665
+14
| +2% | +$5.42K | 0.05% | 241 |
|
2025
Q1 | $250K | Sell |
651
-39
| -6% | -$15K | 0.08% | 178 |
|
2024
Q4 | $307K | Buy |
+690
| New | +$307K | 0.11% | 134 |
|
2024
Q3 | – | Sell |
-349
| Closed | -$194K | – | 60 |
|
2024
Q2 | $194K | Buy |
+349
| New | +$194K | 0.1% | 95 |
|