YWP
YorkBridge Wealth Partners’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.47M | Sell |
13,285
-1,848
| -12% | -$622K | 1.13% | 17 |
|
|
2022
Q3 | $4.17M | Buy |
15,133
+124
| +0.8% | +$34.1K | 1.07% | 20 |
|
|
2022
Q2 | $5.49M | Buy |
15,009
+2,251
| +18% | +$824K | 1.44% | 14 |
|
|
2022
Q1 | $5.81M | Buy |
12,758
+10
| +0.1% | +$4.56K | 1.28% | 16 |
|
|
2021
Q4 | $7.23M | Buy |
12,748
+427
| +3% | +$242K | 1.62% | 13 |
|
|
2021
Q3 | $7.09M | Sell |
12,321
-902
| -7% | -$519K | 1.78% | 9 |
|
|
2021
Q2 | $7.74M | Hold |
13,223
| – | – | 2.02% | 9 |
|
|
2021
Q1 | $6.29M | Buy |
13,223
+311
| +2% | +$148K | 1.86% | 9 |
|
|
2020
Q4 | $6.46M | Buy |
12,912
+589
| +5% | +$295K | 2.16% | 8 |
|
|
2020
Q3 | $6.04M | Buy |
12,323
+1,365
| +12% | +$669K | 2.54% | 6 |
|
|
2020
Q2 | $4.77M | Buy |
10,958
+1,710
| +18% | +$744K | 2.18% | 7 |
|
|
2020
Q1 | $2.94M | Sell |
9,248
-317
| -3% | -$101K | 1.81% | 9 |
|
|
2019
Q4 | $3.16M | Buy |
9,565
+15
| +0.2% | +$4.95K | 1.45% | 13 |
|
|
2019
Q3 | $2.64M | Buy |
9,550
+308
| +3% | +$85.1K | 1.33% | 18 |
|
|
2019
Q2 | $2.72M | Sell |
9,242
-155
| -2% | -$45.7K | 1.21% | 17 |
|
|
2019
Q1 | $2.5M | Buy |
9,397
+247
| +3% | +$65.8K | 1.15% | 17 |
|
|
2018
Q4 | $2.07M | Buy |
9,150
+16
| +0.2% | +$3.62K | 1.1% | 19 |
|
|
2018
Q3 | $2.52M | Sell |
9,134
-2,588
| -22% | -$713K | 1.15% | 15 |
|
|
2018
Q2 | $2.86M | Buy |
11,722
+1,122
| +11% | +$274K | 1.25% | 16 |
|
|
2018
Q1 | $2.41M | Buy |
10,600
+390
| +4% | +$88.5K | 1.11% | 20 |
|
|
2017
Q4 | $1.94M | Buy |
10,210
+209
| +2% | +$39.8K | 0.94% | 22 |
|
|
2017
Q3 | $1.49M | Sell |
10,001
-44
| -0.4% | -$6.56K | 0.77% | 31 |
|
|
2017
Q2 | $1.39M | Buy |
10,045
+343
| +4% | +$47.5K | 0.74% | 34 |
|
|
2017
Q1 | $1.31M | Sell |
9,702
-605
| -6% | -$81.7K | 0.69% | 40 |
|
|
2016
Q4 | $1.08M | Buy |
+10,307
| New | +$1.08M | 0.64% | 43 |
|