TCWA
Turtle Creek Wealth Advisors’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Buy |
+1,955
| New | +$756K | 0.09% | 129 |
|
|
2024
Q4 | – | Sell |
-843
| Closed | -$436K | – | 79 |
|
|
2024
Q3 | $436K | Buy |
843
+313
| +59% | +$162K | 0.09% | 113 |
|
|
2024
Q2 | $294K | Buy |
530
+34
| +7% | +$18.9K | 0.07% | 122 |
|
|
2024
Q1 | $250K | Sell |
496
-13
| -3% | -$6.56K | 0.06% | 131 |
|
|
2023
Q4 | $304K | Buy |
+509
| New | +$304K | 0.09% | 115 |
|