Zimmermann Investment Management & Planning’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-788
| Closed | -$398K | – | 132 |
|
|
2024
Q1 | $398K | Buy |
788
+50
| +7% | +$25.2K | 0.14% | 97 |
|
|
2023
Q4 | $440K | Buy |
+738
| New | +$440K | 0.18% | 73 |
|
|
2023
Q3 | – | Sell |
-1,187
| Closed | -$580K | – | 103 |
|
|
2023
Q2 | $580K | Buy |
1,187
+34
| +3% | +$16.6K | 0.27% | 60 |
|
|
2023
Q1 | $444K | Buy |
+1,153
| New | +$444K | 0.23% | 73 |
|
|
2022
Q3 | – | Sell |
-901
| Closed | -$330K | – | 92 |
|
|
2022
Q2 | $330K | Sell |
901
-124
| -12% | -$45.4K | 0.23% | 69 |
|
|
2022
Q1 | $467K | Buy |
1,025
+1
| +0.1% | +$456 | 0.28% | 60 |
|
|
2021
Q4 | $581K | Buy |
+1,024
| New | +$581K | 0.33% | 52 |
|