BFWA
Benchmark Financial Wealth Advisors’s Gen Digital GEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
12,200
+51
| +0.4% | +$1.5K | 0.12% | 81 |
|
|
2025
Q1 | $322K | Sell |
12,149
-493
| -4% | -$13.1K | 0.12% | 76 |
|
|
2024
Q4 | $346K | Buy |
12,642
+753
| +6% | +$20.6K | 0.11% | 73 |
|
|
2024
Q3 | $326K | Buy |
11,889
+701
| +6% | +$19.2K | 0.11% | 72 |
|
|
2024
Q2 | $279K | Buy |
+11,188
| New | +$279K | 0.1% | 73 |
|