WealthPLAN Partners’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
4,132
-964
| -19% | -$373K | 0.26% | 99 |
|
|
2025
Q1 | $1.95M | Buy |
5,096
+572
| +13% | +$219K | 0.28% | 91 |
|
|
2024
Q4 | $2.01M | Sell |
4,524
-475
| -10% | -$211K | 0.29% | 91 |
|
|
2024
Q3 | $2.59M | Sell |
4,999
-396
| -7% | -$205K | 0.35% | 79 |
|
|
2024
Q2 | $3M | Buy |
5,395
+903
| +20% | +$502K | 0.32% | 87 |
|
|
2024
Q1 | $2.27M | Sell |
4,492
-233
| -5% | -$118K | 0.23% | 106 |
|
|
2023
Q4 | $2.82M | Buy |
4,725
+253
| +6% | +$151K | 0.29% | 93 |
|
|
2023
Q3 | $2.28M | Buy |
4,472
+2,409
| +117% | +$1.23M | 0.27% | 94 |
|
|
2023
Q2 | $1.01M | Sell |
2,063
-2,081
| -50% | -$1.02M | 0.14% | 137 |
|
|
2023
Q1 | $1.6M | Sell |
4,144
-2,986
| -42% | -$1.15M | 0.18% | 108 |
|
|
2022
Q4 | $2.69M | Buy |
+7,130
| New | +$2.69M | 0.19% | 104 |
|
|
2022
Q1 | $2.99M | Buy |
7,547
+1,893
| +33% | +$749K | 0.21% | 100 |
|
|
2021
Q4 | $3.02M | Buy |
5,654
+505
| +10% | +$270K | 0.2% | 95 |
|
|
2021
Q3 | $3.35M | Buy |
5,149
+267
| +5% | +$174K | 0.22% | 91 |
|
|
2021
Q2 | $3.06M | Buy |
4,882
+763
| +19% | +$478K | 0.22% | 88 |
|
|
2021
Q1 | $2.02M | Buy |
4,119
+2,677
| +186% | +$1.31M | 0.16% | 99 |
|
|
2020
Q4 | $706K | Sell |
1,442
-200
| -12% | -$97.9K | 0.06% | 171 |
|
|
2020
Q3 | $760K | Sell |
1,642
-1
| -0.1% | -$463 | 0.07% | 149 |
|
|
2020
Q2 | $739K | Hold |
1,643
| – | – | 0.08% | 141 |
|
|
2020
Q1 | $584K | Sell |
1,643
-6
| -0.4% | -$2.13K | 0.08% | 143 |
|
|
2019
Q4 | $617K | Sell |
1,649
-66
| -4% | -$24.7K | 0.07% | 145 |
|
|
2019
Q3 | $503K | Sell |
1,715
-28
| -2% | -$8.21K | 0.07% | 149 |
|
|
2019
Q2 | $511K | Sell |
1,743
-1,359
| -44% | -$398K | 0.08% | 144 |
|
|
2019
Q1 | $859K | Buy |
3,102
+194
| +7% | +$53.7K | 0.13% | 120 |
|
|
2018
Q4 | $754K | Buy |
2,908
+154
| +6% | +$39.9K | 0.12% | 119 |
|
|
2018
Q3 | $606K | Buy |
2,754
+275
| +11% | +$60.5K | 0.11% | 131 |
|
|
2018
Q2 | $604K | Buy |
2,479
+55
| +2% | +$13.4K | 0.12% | 127 |
|
|
2018
Q1 | $524K | Buy |
2,424
+783
| +48% | +$169K | 0.12% | 138 |
|
|
2017
Q4 | $288K | Buy |
1,641
+221
| +16% | +$38.8K | 0.08% | 162 |
|
|
2017
Q3 | $212K | Buy |
+1,420
| New | +$212K | 0.06% | 176 |
|
|
2017
Q2 | – | Sell |
-210
| Closed | -$27.3K | – | 183 |
|
|
2017
Q1 | $27.3K | Buy |
+210
| New | +$27.3K | 0.09% | 155 |
|
|
2016
Q3 | $108K | Hold |
1,000
| – | – | 0.04% | 225 |
|
|
2016
Q2 | $95.8K | Buy |
+1,000
| New | +$95.8K | 0.01% | 625 |
|
|
2015
Q4 | $99.6K | Buy |
+3,058
| New | +$99.6K | 0.02% | 421 |
|