Wharton Business Group’s Adobe ADBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
2,801
+414
+17% +$160K 0.05% 80
2025
Q1
$915K Buy
2,387
+4
+0.2% +$1.53K 0.04% 81
2024
Q4
$1.06M Sell
2,383
-15
-0.6% -$6.67K 0.05% 79
2024
Q3
$1.24M Sell
2,398
-2
-0.1% -$1.04K 0.06% 79
2024
Q2
$1.33M Buy
2,400
+7
+0.3% +$3.89K 0.07% 72
2024
Q1
$1.21M Hold
2,393
0.06% 74
2023
Q4
$1.43M Sell
2,393
-165
-6% -$98.5K 0.07% 73
2023
Q3
$1.3M Hold
2,558
0.07% 76
2023
Q2
$1.25M Sell
2,558
-980
-28% -$479K 0.08% 69
2023
Q1
$1.36M Hold
3,538
0.08% 72
2022
Q4
$1.19M Sell
3,538
-1,835
-34% -$618K 0.07% 74
2022
Q3
$1.48M Buy
5,373
+315
+6% +$86.7K 0.1% 65
2022
Q2
$1.85M Buy
5,058
+3,240
+178% +$1.19M 0.12% 61
2022
Q1
$828K Hold
1,818
0.05% 71
2021
Q4
$1.03M Buy
1,818
+60
+3% +$34K 0.06% 69
2021
Q3
$1.01M Buy
1,758
+245
+16% +$141K 0.1% 39
2021
Q2
$886K Buy
1,513
+168
+12% +$98.4K 0.07% 61
2021
Q1
$639K Buy
1,345
+175
+15% +$83.1K 0.05% 67
2020
Q4
$585K Buy
1,170
+80
+7% +$40K 0.05% 66
2020
Q3
$535K Hold
1,090
0.05% 68
2020
Q2
$474K Buy
1,090
+150
+16% +$65.2K 0.05% 67
2020
Q1
$299K Hold
940
0.03% 73
2019
Q4
$310K Buy
+940
New +$310K 0.03% 90