WealthPlan Investment Management’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Buy |
11,392
+1,916
| +20% | +$741K | 0.32% | 89 |
|
|
2025
Q1 | $3.63M | Buy |
9,476
+3,060
| +48% | +$1.17M | 0.36% | 78 |
|
|
2024
Q4 | $2.85M | Buy |
6,416
+888
| +16% | +$395K | 0.28% | 88 |
|
|
2024
Q3 | $2.86M | Buy |
5,528
+1,414
| +34% | +$732K | 0.29% | 86 |
|
|
2024
Q2 | $2.29M | Buy |
4,114
+20
| +0.5% | +$11.1K | 0.35% | 70 |
|
|
2024
Q1 | $2.07M | Buy |
4,094
+33
| +0.8% | +$16.7K | 0.32% | 73 |
|
|
2023
Q4 | $2.42M | Buy |
4,061
+245
| +6% | +$146K | 0.39% | 67 |
|
|
2023
Q3 | $1.95M | Buy |
3,816
+1,517
| +66% | +$774K | 0.34% | 70 |
|
|
2023
Q2 | $1.12M | Sell |
2,299
-1,326
| -37% | -$648K | 0.34% | 72 |
|
|
2023
Q1 | $1.4M | Sell |
3,625
-3,505
| -49% | -$1.35M | 0.24% | 78 |
|
|
2022
Q4 | $2.67M | Sell |
7,130
-426
| -6% | -$160K | 0.19% | 106 |
|
|
2022
Q3 | $2.47M | Buy |
+7,556
| New | +$2.47M | 0.18% | 98 |
|
|
2022
Q1 | $2.99M | Buy |
+7,547
| New | +$2.99M | 0.21% | 100 |
|