Valmark Advisers’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Sell |
1,757
-17
| -1% | -$6.58K | 0.01% | 396 |
|
|
2025
Q1 | $680K | Sell |
1,774
-291
| -14% | -$112K | 0.01% | 379 |
|
|
2024
Q4 | $918K | Sell |
2,065
-159
| -7% | -$70.7K | 0.01% | 323 |
|
|
2024
Q3 | $1.15M | Buy |
2,224
+227
| +11% | +$118K | 0.02% | 278 |
|
|
2024
Q2 | $1.11M | Buy |
1,997
+299
| +18% | +$166K | 0.02% | 264 |
|
|
2024
Q1 | $857K | Buy |
1,698
+28
| +2% | +$14.1K | 0.01% | 295 |
|
|
2023
Q4 | $996K | Buy |
+1,670
| New | +$996K | 0.02% | 251 |
|
|
2023
Q3 | – | Sell |
-439
| Closed | -$215K | – | 469 |
|
|
2023
Q2 | $215K | Buy |
+439
| New | +$215K | ﹤0.01% | 451 |
|
|
2022
Q2 | – | Sell |
-449
| Closed | -$205K | – | 407 |
|
|
2022
Q1 | $205K | Buy |
+449
| New | +$205K | ﹤0.01% | 416 |
|