Valeo Financial Advisors’s Adobe ADBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Sell
3,674
-1,982
-35% -$767K 0.03% 215
2025
Q1
$2.17M Sell
5,656
-2,263
-29% -$868K 0.06% 145
2024
Q4
$3.52M Buy
7,919
+523
+7% +$233K 0.1% 95
2024
Q3
$3.83M Buy
7,396
+1,302
+21% +$674K 0.11% 91
2024
Q2
$3.39M Buy
6,094
+827
+16% +$459K 0.11% 95
2024
Q1
$2.51M Buy
5,267
+117
+2% +$55.8K 0.09% 120
2023
Q4
$3.07M Buy
5,150
+160
+3% +$95.5K 0.12% 97
2023
Q3
$2.54M Buy
4,990
+579
+13% +$295K 0.12% 104
2023
Q2
$2.16M Buy
4,411
+597
+16% +$292K 0.1% 116
2023
Q1
$1.47M Buy
3,814
+731
+24% +$282K 0.07% 162
2022
Q4
$1.04M Buy
3,083
+1,056
+52% +$355K 0.06% 183
2022
Q3
$558K Sell
2,027
-48
-2% -$13.2K 0.04% 242
2022
Q2
$760K Sell
2,075
-801
-28% -$293K 0.05% 195
2022
Q1
$1.31M Buy
2,876
+245
+9% +$112K 0.07% 165
2021
Q4
$1.49M Buy
2,631
+502
+24% +$285K 0.08% 140
2021
Q3
$1.23M Buy
2,129
+615
+41% +$354K 0.07% 151
2021
Q2
$887K Sell
1,514
-15,510
-91% -$9.09M 0.05% 168
2021
Q1
$8.09M Buy
17,024
+154
+0.9% +$73.2K 0.37% 37
2020
Q4
$8.44M Buy
16,870
+15,680
+1,318% +$7.84M 0.43% 33
2020
Q3
$584K Sell
1,190
-276
-19% -$135K 0.05% 165
2020
Q2
$638K Buy
1,466
+27
+2% +$11.8K 0.06% 159
2020
Q1
$458K Buy
1,439
+152
+12% +$48.4K 0.05% 182
2019
Q4
$424K Sell
1,287
-180
-12% -$59.3K 0.04% 214
2019
Q3
$405K Buy
1,467
+147
+11% +$40.6K 0.04% 194
2019
Q2
$389K Sell
1,320
-85
-6% -$25K 0.04% 199
2019
Q1
$374K Buy
1,405
+54
+4% +$14.4K 0.05% 195
2018
Q4
$306K Buy
1,351
+193
+17% +$43.7K 0.04% 209
2018
Q3
$283K Buy
1,158
+376
+48% +$91.9K 0.04% 226
2018
Q2
$198K Sell
782
-921
-54% -$233K 0.03% 281
2018
Q1
$368K Buy
1,703
+1,137
+201% +$246K 0.06% 183
2017
Q4
$99K Buy
566
+199
+54% +$34.8K 0.02% 341
2017
Q3
$55K Buy
+367
New +$55K 0.01% 390