Caldwell Trust’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $21K | Hold |
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|
2025
Q2 | $21.8K | Hold |
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|
2025
Q1 | $19.6K | Hold |
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|
2024
Q4 | $20.3K | Hold |
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|
2024
Q3 | $20.3K | Sell |
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|
2024
Q2 | $21.3K | Hold |
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|
2024
Q1 | $19.1K | Sell |
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|
2023
Q4 | $21.7K | Sell |
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|
2023
Q3 | $34K | Buy |
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|
2023
Q2 | $3.34K | Buy |
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|
2023
Q1 | $892 | Buy |
|