Whalen Wealth Management’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
-1,149
Closed -$511K 118
2024
Q4
$511K Buy
+1,149
New +$511K 0.35% 58
2024
Q3
Sell
-1,178
Closed -$654K 115
2024
Q2
$654K Buy
1,178
+763
+184% +$424K 0.52% 42
2024
Q1
$209K Buy
+415
New +$209K 0.16% 108