Wade Financial Advisory’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $244K | Sell |
637
-78
| -11% | -$29.9K | 0.08% | 70 |
|
|
2024
Q4 | $318K | Hold |
715
| – | – | 0.11% | 63 |
|
|
2024
Q3 | $370K | Hold |
715
| – | – | 0.12% | 61 |
|
|
2024
Q2 | $397K | Sell |
715
-1,511
| -68% | -$839K | 0.14% | 58 |
|
|
2024
Q1 | $1.12M | Sell |
2,226
-40
| -2% | -$20.2K | 0.41% | 36 |
|
|
2023
Q4 | $1.35M | Hold |
2,266
| – | – | 0.51% | 32 |
|
|
2023
Q3 | $1.16M | Sell |
2,266
-17
| -0.7% | -$8.67K | 0.49% | 31 |
|
|
2023
Q2 | $1.12M | Sell |
2,283
-83
| -4% | -$40.6K | 0.44% | 33 |
|
|
2023
Q1 | $912K | Hold |
2,366
| – | – | 0.38% | 38 |
|
|
2022
Q4 | $796K | Hold |
2,366
| – | – | 0.36% | 41 |
|
|
2022
Q3 | $651K | Sell |
2,366
-13
| -0.5% | -$3.58K | 0.33% | 42 |
|
|
2022
Q2 | $871K | Buy |
2,379
+9
| +0.4% | +$3.3K | 0.41% | 38 |
|
|
2022
Q1 | $1.08M | Buy |
2,370
+1,701
| +254% | +$775K | 0.46% | 35 |
|
|
2021
Q4 | $379K | Hold |
669
| – | – | 0.2% | 54 |
|
|
2021
Q3 | $385K | Hold |
669
| – | – | 0.22% | 52 |
|
|
2021
Q2 | $392K | Buy |
669
+4
| +0.6% | +$2.34K | 0.21% | 52 |
|
|
2021
Q1 | $316K | Hold |
665
| – | – | 0.2% | 53 |
|
|
2020
Q4 | $333K | Hold |
665
| – | – | 0.22% | 53 |
|
|
2020
Q3 | $326K | Hold |
665
| – | – | 0.26% | 52 |
|
|
2020
Q2 | $289K | Hold |
665
| – | – | 0.25% | 56 |
|
|
2020
Q1 | $212K | Hold |
665
| – | – | 0.21% | 56 |
|
|
2019
Q4 | $219K | Buy |
+665
| New | +$219K | 0.19% | 60 |
|