Avidian Wealth Enterprises’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,740
| Closed | -$294K | – | 531 |
|
|
2024
Q4 | $294K | Buy |
10,740
+975
| +10% | +$26.7K | 0.01% | 400 |
|
|
2024
Q3 | $268K | Buy |
9,765
+153
| +2% | +$4.2K | 0.01% | 417 |
|
|
2024
Q2 | $240K | Buy |
+9,612
| New | +$240K | 0.01% | 431 |
|
|
2021
Q1 | – | Sell |
-22,139
| Closed | -$460K | – | 370 |
|
|
2020
Q4 | $460K | Buy |
+22,139
| New | +$460K | 0.04% | 196 |
|