Number of Shares
14,003.00
Current Holdings Value*
$5.42 Mil
% of Portfolio
2.27%
Total Estimate Gain
$-2.41 Mil
% of Total Estimate Gain
-30.38%

Evergreen Private Wealth LLC's Adobe Inc Holding Summary

As of 2025-06-30, Evergreen Private Wealth LLC held 14,003.00 shares of Adobe Inc(ADBE), totaling $5.42 Mil. This investment constitutes 2.27% of their stock portfolio, and Evergreen Private Wealth LLC now holds 0% of the outstanding Adobe Inc(ADBE) stock.

The initial trade took place in 2023Q4. And since then Evergreen Private Wealth LLC has made 5 purchases of ADBE, at an average price of $539.82, for a total of 14,716.00 shares. In addition, there have been 1 sales at an average price of $573.19 for 713.00 shares. Based on historical transaction data and ADBE's current price of $365.79, Evergreen Private Wealth LLC's estimated gain on his ADBE holdings is $-2.41 Mil, reflecting a -30.38% gain to date.

Evergreen Private Wealth LLC ADBE ($365.79) Holding Chart

Evergreen Private Wealth LLC ADBE ($365.79) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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