TA
TruWealth Advisors’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Buy |
1,786
+349
| +24% | +$135K | 0.04% | 104 |
|
|
2025
Q1 | $551K | Buy |
1,437
+108
| +8% | +$41.4K | 0.03% | 104 |
|
|
2024
Q4 | $591K | Sell |
1,329
-19
| -1% | -$8.45K | 0.04% | 101 |
|
|
2024
Q3 | $698K | Buy |
1,348
+142
| +12% | +$73.5K | 0.04% | 93 |
|
|
2024
Q2 | $670K | Buy |
1,206
+127
| +12% | +$70.6K | 0.04% | 90 |
|
|
2024
Q1 | $544K | Buy |
1,079
+40
| +4% | +$20.2K | 0.04% | 98 |
|
|
2023
Q4 | $620K | Buy |
1,039
+352
| +51% | +$210K | 0.05% | 89 |
|
|
2023
Q3 | $350K | Buy |
687
+68
| +11% | +$34.7K | 0.03% | 101 |
|
|
2023
Q2 | $303K | Buy |
+619
| New | +$303K | 0.03% | 112 |
|