WMA
Wealth Management Associates’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
1,761
+95
| +6% | +$36.8K | 0.27% | 76 |
|
|
2025
Q1 | $639K | Sell |
1,666
-75
| -4% | -$28.8K | 0.27% | 71 |
|
|
2024
Q4 | $774K | Hold |
1,741
| – | – | 0.33% | 62 |
|
|
2024
Q3 | $901K | Hold |
1,741
| – | – | 0.4% | 58 |
|
|
2024
Q2 | $967K | Hold |
1,741
| – | – | 0.45% | 47 |
|
|
2024
Q1 | $967K | Buy |
1,741
+190
| +12% | +$106K | 0.45% | 47 |
|
|
2023
Q4 | $925K | Sell |
1,551
-84
| -5% | -$50.1K | 0.49% | 49 |
|
|
2023
Q3 | $834K | Buy |
1,635
+117
| +8% | +$59.7K | 0.49% | 50 |
|
|
2023
Q2 | $742K | Sell |
1,518
-59
| -4% | -$28.9K | 0.42% | 56 |
|
|
2023
Q1 | $608K | Sell |
1,577
-59
| -4% | -$22.7K | 0.38% | 68 |
|
|
2022
Q4 | $551K | Sell |
1,636
-266
| -14% | -$89.5K | 0.37% | 66 |
|
|
2022
Q3 | $523K | Hold |
1,902
| – | – | 0.37% | 69 |
|
|
2022
Q2 | $696K | Hold |
1,902
| – | – | 0.47% | 45 |
|
|
2022
Q1 | $867K | Hold |
1,902
| – | – | 0.49% | 49 |
|
|
2021
Q4 | $1.08M | Sell |
1,902
-107
| -5% | -$60.7K | 0.58% | 36 |
|
|
2021
Q3 | $1.16M | Hold |
2,009
| – | – | 0.68% | 30 |
|
|
2021
Q2 | $1.18M | Hold |
2,009
| – | – | 0.67% | 32 |
|
|
2021
Q1 | $955K | Sell |
2,009
-50
| -2% | -$23.8K | 0.61% | 36 |
|
|
2020
Q4 | $1.03M | Buy |
2,059
+80
| +4% | +$40K | 0.68% | 30 |
|
|
2020
Q3 | $971K | Hold |
1,979
| – | – | 0.75% | 30 |
|
|
2020
Q2 | $861K | Hold |
1,979
| – | – | 0.73% | 31 |
|
|
2020
Q1 | $630K | Hold |
1,979
| – | – | 0.64% | 39 |
|
|
2019
Q4 | $653K | Hold |
1,979
| – | – | 0.47% | 49 |
|
|
2019
Q3 | $547K | Buy |
1,979
+1,079
| +120% | +$298K | 0.44% | 55 |
|
|
2019
Q2 | $265K | Hold |
900
| – | – | 0.26% | 77 |
|
|
2019
Q1 | $240K | Hold |
900
| – | – | 0.26% | 81 |
|
|
2018
Q4 | $204K | Buy |
+900
| New | +$204K | 0.27% | 80 |
|