Caldwell Trust’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8K | Hold |
740
|
|
||||
|
2025
Q1 | $19.6K | Hold |
740
|
|
||||
|
2024
Q4 | $20.3K | Hold |
740
|
|
||||
|
2024
Q3 | $20.3K | Sell |
740
-111
|
|
||||
|
2024
Q2 | $21.3K | Hold |
851
|
|
||||
|
2024
Q1 | $19.1K | Sell |
851
-100
|
|
||||
|
2023
Q4 | $21.7K | Sell |
951
-973
|
|
||||
|
2023
Q3 | $34K | Buy |
1,924
+1,744
|
|
||||
|
2023
Q2 | $3.34K | Buy |
180
+128
|
|
||||
|
2023
Q1 | $892 | Buy |
+52
|
|