CIBC Private Wealth Group’s Gen Digital GEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
61,855
-24,362
| -28% | -$716K | ﹤0.01% | 571 |
|
|
2025
Q1 | $2.03M | Buy |
86,217
+909
| +1% | +$21.4K | ﹤0.01% | 530 |
|
|
2024
Q4 | $2.31M | Sell |
85,308
-5,715
| -6% | -$155K | ﹤0.01% | 541 |
|
|
2024
Q3 | $2.5M | Buy |
91,023
+1,949
| +2% | +$53.5K | ﹤0.01% | 529 |
|
|
2024
Q2 | $2.19M | Sell |
89,074
-17,029
| -16% | -$418K | ﹤0.01% | 526 |
|
|
2024
Q1 | $2.37M | Buy |
106,103
+34,602
| +48% | +$772K | ﹤0.01% | 516 |
|
|
2023
Q4 | $1.63M | Buy |
71,501
+42
| +0.1% | +$958 | ﹤0.01% | 542 |
|
|
2023
Q3 | $1.26M | Buy |
71,459
+8,596
| +14% | +$152K | ﹤0.01% | 564 |
|
|
2023
Q2 | $1.17M | Hold |
62,863
| – | – | ﹤0.01% | 574 |
|
|
2023
Q1 | $2.3M | Buy |
62,863
+5,548
| +10% | +$203K | 0.01% | 493 |
|
|
2022
Q4 | $1.23M | Buy |
57,315
+6,552
| +13% | +$140K | ﹤0.01% | 497 |
|
|
2022
Q3 | $1.02M | Buy |
50,763
+15
| +0% | +$302 | ﹤0.01% | 587 |
|
|
2022
Q2 | $1.11M | Buy |
50,748
+777
| +2% | +$17.1K | ﹤0.01% | 583 |
|
|
2022
Q1 | $1.33M | Buy |
+49,971
| New | +$1.33M | ﹤0.01% | 595 |
|
|
2021
Q3 | – | Sell |
-60,154
| Closed | -$1.64M | – | 967 |
|
|
2021
Q2 | $1.64M | Buy |
60,154
+2,724
| +5% | +$74.2K | ﹤0.01% | 566 |
|
|
2021
Q1 | $1.22M | Buy |
+57,430
| New | +$1.22M | ﹤0.01% | 627 |
|
|
2020
Q2 | – | Sell |
-20,419
| Closed | -$382K | – | 669 |
|
|
2020
Q1 | $382K | Buy |
+20,419
| New | +$382K | ﹤0.01% | 671 |
|
|
2018
Q3 | – | Sell |
-2,951
| Closed | -$61K | – | 1250 |
|
|
2018
Q2 | $61K | Sell |
2,951
-81,945
| -97% | -$1.69M | ﹤0.01% | 1127 |
|
|
2018
Q1 | $2.2M | Sell |
84,896
-8,815
| -9% | -$228K | 0.01% | 466 |
|
|
2017
Q4 | $2.63M | Sell |
93,711
-4,137
| -4% | -$116K | 0.01% | 450 |
|
|
2017
Q3 | $3.21M | Sell |
97,848
-12,533
| -11% | -$411K | 0.01% | 403 |
|
|
2017
Q2 | $3.12M | Buy |
110,381
+16,400
| +17% | +$463K | 0.02% | 330 |
|
|
2017
Q1 | $2.88M | Sell |
93,981
-720
| -0.8% | -$22.1K | 0.02% | 326 |
|
|
2016
Q4 | $2.26M | Sell |
94,701
-155
| -0.2% | -$3.7K | 0.02% | 348 |
|
|
2016
Q3 | $2.38M | Buy |
+94,856
| New | +$2.38M | 0.02% | 344 |
|