Burns Matteson Capital Management’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 |
-13,695
| Closed | -$375K | – | 184 |
|
|
2024
Q4 | $375K | Sell |
13,695
-159
| -1% | -$4.35K | 0.21% | 95 |
|
|
2024
Q3 | $380K | Buy |
+13,854
| New | +$380K | 0.21% | 85 |
|
|
2022
Q4 | – | Sell |
-11,429
| Closed | -$230K | – | 152 |
|
|
2022
Q3 | $230K | Sell |
11,429
-15,910
| -58% | -$320K | 0.17% | 99 |
|
|
2022
Q2 | $600K | Buy |
+27,339
| New | +$600K | 0.42% | 64 |
|