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 |
|