VWA
V Wealth Advisors’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,969
| Closed | -$963K | – | 113 |
|
|
2023
Q2 | $963K | Sell |
1,969
-35
| -2% | -$17.1K | 0.16% | 128 |
|
|
2023
Q1 | $772K | Sell |
2,004
-1,310
| -40% | -$505K | 0.14% | 147 |
|
|
2022
Q4 | $1.12M | Sell |
3,314
-473
| -12% | -$159K | 0.23% | 100 |
|
|
2022
Q3 | $1.04M | Sell |
3,787
-1,372
| -27% | -$378K | 0.21% | 105 |
|
|
2022
Q2 | $1.89M | Buy |
5,159
+109
| +2% | +$39.9K | 0.36% | 66 |
|
|
2022
Q1 | $2.3M | Buy |
5,050
+190
| +4% | +$86.6K | 0.37% | 53 |
|
|
2021
Q4 | $2.76M | Buy |
4,860
+107
| +2% | +$60.7K | 0.4% | 47 |
|
|
2021
Q3 | $2.74M | Sell |
4,753
-122
| -3% | -$70.3K | 0.42% | 44 |
|
|
2021
Q2 | $2.86M | Buy |
4,875
+464
| +11% | +$272K | 0.45% | 43 |
|
|
2021
Q1 | $2.1M | Buy |
4,411
+544
| +14% | +$259K | 0.39% | 58 |
|
|
2020
Q4 | $1.93M | Buy |
+3,867
| New | +$1.93M | 0.4% | 53 |
|
|
2020
Q3 | – | Sell |
-1,543
| Closed | -$671K | – | 173 |
|
|
2020
Q2 | $671K | Sell |
1,543
-16
| -1% | -$6.96K | 0.17% | 148 |
|
|
2020
Q1 | $496K | Buy |
1,559
+286
| +22% | +$91K | 0.16% | 153 |
|
|
2019
Q4 | $352K | Hold |
1,273
| – | – | 0.13% | 179 |
|
|
2019
Q3 | $352K | Buy |
+1,273
| New | +$352K | 0.13% | 180 |
|