Wealthquest’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-489
| Closed | -$217K | – | 135 |
|
|
2024
Q4 | $217K | Buy |
489
+22
| +5% | +$9.78K | 0.02% | 120 |
|
|
2024
Q3 | $235K | Buy |
467
+1
| +0.2% | +$503 | 0.02% | 114 |
|
|
2024
Q2 | $259K | Hold |
466
| – | – | 0.03% | 108 |
|
|
2024
Q1 | $235K | Buy |
466
+8
| +2% | +$4.04K | 0.03% | 120 |
|
|
2023
Q4 | $273K | Sell |
458
-1
| -0.2% | -$597 | 0.03% | 116 |
|
|
2023
Q3 | $234K | Buy |
459
+11
| +2% | +$5.61K | 0.03% | 117 |
|
|
2023
Q2 | $219K | Buy |
+448
| New | +$219K | 0.03% | 115 |
|
|
2022
Q2 | – | Sell |
-486
| Closed | -$275K | – | 122 |
|
|
2022
Q1 | $275K | Hold |
486
| – | – | 0.04% | 115 |
|
|
2021
Q4 | $275K | Buy |
486
+36
| +8% | +$20.4K | 0.04% | 115 |
|
|
2021
Q3 | $259K | Sell |
450
-14
| -3% | -$8.06K | 0.04% | 115 |
|
|
2021
Q2 | $271K | Buy |
+464
| New | +$271K | 0.05% | 119 |
|
|
2021
Q1 | – | Sell |
-409
| Closed | -$204K | – | 139 |
|
|
2020
Q4 | $204K | Buy |
+409
| New | +$204K | 0.04% | 135 |
|