WWM
WT Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,955
| Closed | -$2.2M | – | 125 |
|
|
2024
Q4 | $2.2M | Buy |
4,955
+280
| +6% | +$125K | 0.69% | 48 |
|
|
2024
Q3 | $2.31M | Buy |
4,675
+362
| +8% | +$179K | 0.74% | 43 |
|
|
2024
Q2 | $2.4M | Buy |
4,313
+475
| +12% | +$264K | 0.82% | 39 |
|
|
2024
Q1 | $1.94M | Buy |
3,838
+505
| +15% | +$255K | 0.69% | 48 |
|
|
2023
Q4 | $1.99M | Buy |
3,333
+317
| +11% | +$189K | 0.79% | 40 |
|
|
2023
Q3 | $1.54M | Sell |
3,016
-828
| -22% | -$422K | 0.66% | 34 |
|
|
2023
Q2 | $1.88M | Sell |
3,844
-186
| -5% | -$91K | 0.78% | 30 |
|
|
2023
Q1 | $1.55M | Sell |
4,030
-625
| -13% | -$241K | 0.67% | 35 |
|
|
2022
Q4 | $1.57M | Buy |
4,655
+755
| +19% | +$254K | 0.76% | 38 |
|
|
2022
Q3 | $1.07M | Buy |
3,900
+132
| +4% | +$36.3K | 0.54% | 62 |
|
|
2022
Q2 | $1.38M | Sell |
3,768
-370
| -9% | -$135K | 0.68% | 46 |
|
|
2022
Q1 | $1.89M | Buy |
4,138
+560
| +16% | +$255K | 0.72% | 39 |
|
|
2021
Q4 | $2.03M | Sell |
3,578
-457
| -11% | -$259K | 0.74% | 43 |
|
|
2021
Q3 | $2.32M | Sell |
4,035
-99
| -2% | -$57K | 0.9% | 30 |
|
|
2021
Q2 | $2.42M | Buy |
4,134
+256
| +7% | +$150K | 0.98% | 25 |
|
|
2021
Q1 | $1.84M | Buy |
3,878
+210
| +6% | +$99.8K | 0.85% | 31 |
|
|
2020
Q4 | $1.83M | Buy |
3,668
+869
| +31% | +$435K | 1% | 33 |
|
|
2020
Q3 | $1.37M | Buy |
2,799
+173
| +7% | +$84.8K | 0.91% | 30 |
|
|
2020
Q2 | $1.14M | Buy |
2,626
+19
| +0.7% | +$8.27K | 0.92% | 27 |
|
|
2020
Q1 | $829K | Sell |
2,607
-165
| -6% | -$52.5K | 0.87% | 27 |
|
|
2019
Q4 | $914K | Sell |
2,772
-95
| -3% | -$31.3K | 0.69% | 32 |
|
|
2019
Q3 | $791K | Buy |
+2,867
| New | +$791K | 0.69% | 32 |
|