Wallace Advisory Group’s Adobe ADBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
3,295
+5
+0.2% +$1.92K 0.92% 29
2025
Q1
$1.46M Sell
3,290
-1
-0% -$445 1.01% 21
2024
Q4
$1.7M Buy
3,291
+693
+27% +$359K 1.18% 17
2024
Q3
$1.44M Sell
2,598
-35
-1% -$19.4K 1.06% 21
2024
Q2
$1.46M Sell
2,633
-504
-16% -$280K 1.05% 21
2024
Q1
$1.87M Sell
3,137
-323
-9% -$193K 1.41% 14
2023
Q4
$1.76M Sell
3,460
-339
-9% -$173K 1.38% 15
2023
Q3
$1.86M Buy
3,799
+318
+9% +$155K 1.33% 16
2023
Q2
$1.34M Hold
3,481
1.02% 18
2023
Q1
$1.34M Sell
3,481
-119
-3% -$45.9K 1.02% 18
2022
Q4
$1.21M Buy
+3,600
New +$1.21M 0.96% 19