WR Wealth Planners’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $701K | Sell |
1,576
-219
| -12% | -$97.4K | 0.23% | 69 |
|
|
2024
Q3 | $929K | Buy |
1,795
+27
| +2% | +$14K | 0.26% | 62 |
|
|
2024
Q2 | $982K | Buy |
1,768
+70
| +4% | +$38.9K | 0.3% | 50 |
|
|
2024
Q1 | $857K | Buy |
1,698
+477
| +39% | +$241K | 0.27% | 54 |
|
|
2023
Q4 | $728K | Buy |
1,221
+70
| +6% | +$41.8K | 0.27% | 66 |
|
|
2023
Q3 | $587K | Sell |
1,151
-138
| -11% | -$70.4K | 0.22% | 70 |
|
|
2023
Q2 | $630K | Buy |
1,289
+145
| +13% | +$70.9K | 0.24% | 67 |
|
|
2023
Q1 | $441K | Buy |
1,144
+406
| +55% | +$156K | 0.19% | 89 |
|
|
2022
Q4 | $248K | Buy |
738
+11
| +2% | +$3.7K | 0.15% | 102 |
|
|
2022
Q3 | $200K | Buy |
727
+23
| +3% | +$6.33K | 0.14% | 104 |
|
|
2022
Q2 | $258K | Buy |
704
+16
| +2% | +$5.86K | 0.17% | 96 |
|
|
2022
Q1 | $313K | Buy |
+688
| New | +$313K | 0.19% | 90 |
|