Wellspring Financial Advisors’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 |
-480
| Closed | -$213K | – | 141 |
|
|
2024
Q4 | $213K | Buy |
480
+16
| +3% | +$7.12K | 0.02% | 129 |
|
|
2024
Q3 | $240K | Sell |
464
-4
| -0.9% | -$2.07K | 0.03% | 136 |
|
|
2024
Q2 | $260K | Buy |
468
+11
| +2% | +$6.1K | 0.04% | 115 |
|
|
2024
Q1 | $230K | Buy |
457
+109
| +31% | +$54.9K | 0.04% | 112 |
|
|
2023
Q4 | $207K | Buy |
+348
| New | +$207K | 0.05% | 123 |
|
|
2022
Q2 | – | Sell |
-305
| Closed | -$139K | – | 103 |
|
|
2022
Q1 | $139K | Buy |
+305
| New | +$139K | 0.04% | 112 |
|