Annis Gardner Whiting Capital Advisors’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.97K | Hold |
237
| – | – | ﹤0.01% | 795 |
|
|
2025
Q1 | $6.29K | Hold |
237
| – | – | ﹤0.01% | 602 |
|
|
2024
Q4 | $6.49K | Hold |
237
| – | – | ﹤0.01% | 585 |
|
|
2024
Q3 | $6.5K | Sell |
237
-7,578
| -97% | -$208K | ﹤0.01% | 607 |
|
|
2024
Q2 | $195K | Buy |
7,815
+237
| +3% | +$5.92K | 0.06% | 216 |
|
|
2024
Q1 | $170K | Buy |
+7,578
| New | +$170K | 0.06% | 207 |
|