Atlas 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 | $1.05M | Buy |
35,871
+1,059
| +3% | +$31.1K | 0.13% | 140 |
|
|
2025
Q1 | $924K | Buy |
34,812
+722
| +2% | +$19.2K | 0.12% | 154 |
|
|
2024
Q4 | $933K | Buy |
34,090
+8,576
| +34% | +$235K | 0.12% | 149 |
|
|
2024
Q3 | $700K | Buy |
25,514
+17,944
| +237% | +$492K | 0.11% | 166 |
|
|
2024
Q2 | $189K | Buy |
7,570
+4,032
| +114% | +$101K | 0.02% | 392 |
|
|
2024
Q1 | $79.3K | Buy |
3,538
+1,065
| +43% | +$23.9K | 0.01% | 510 |
|
|
2023
Q4 | $56.4K | Buy |
2,473
+2,066
| +508% | +$47.1K | 0.01% | 571 |
|
|
2023
Q3 | $7.2K | Hold |
407
| – | – | ﹤0.01% | 736 |
|
|
2023
Q2 | $7.55K | Hold |
407
| – | – | ﹤0.01% | 757 |
|
|
2023
Q1 | $6.98K | Hold |
407
| – | – | ﹤0.01% | 768 |
|
|
2022
Q4 | $8.72K | Hold |
407
| – | – | ﹤0.01% | 742 |
|
|
2022
Q3 | $8.2K | Hold |
407
| – | – | ﹤0.01% | 734 |
|
|
2022
Q2 | $8.94K | Buy |
407
+178
| +78% | +$3.91K | ﹤0.01% | 770 |
|
|
2022
Q1 | $6.07K | Buy |
229
+124
| +118% | +$3.29K | ﹤0.01% | 772 |
|
|
2021
Q4 | $2.73K | Hold |
105
| – | – | ﹤0.01% | 830 |
|
|
2021
Q3 | $2.66K | Hold |
105
| – | – | ﹤0.01% | 846 |
|
|
2021
Q2 | $2.86K | Buy |
+105
| New | +$2.86K | ﹤0.01% | 863 |
|