Concord Wealth Partners’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94K | Hold |
100
| – | – | ﹤0.01% | 689 |
|
|
2025
Q1 | $2.65K | Hold |
100
| – | – | ﹤0.01% | 656 |
|
|
2024
Q4 | $2.74K | Hold |
100
| – | – | ﹤0.01% | 682 |
|
|
2024
Q3 | $2.74K | Hold |
100
| – | – | ﹤0.01% | 711 |
|
|
2024
Q2 | $2.5K | Hold |
100
| – | – | ﹤0.01% | 647 |
|
|
2024
Q1 | $2.24K | Hold |
100
| – | – | ﹤0.01% | 742 |
|
|
2023
Q4 | $2.28K | Hold |
100
| – | – | ﹤0.01% | 701 |
|
|
2023
Q3 | $1.77K | Hold |
100
| – | – | ﹤0.01% | 885 |
|
|
2023
Q2 | $1.86K | Hold |
100
| – | – | ﹤0.01% | 877 |
|
|
2023
Q1 | $1.72K | Hold |
100
| – | – | ﹤0.01% | 837 |
|
|
2022
Q4 | $2.14K | Buy |
+100
| New | +$2.14K | ﹤0.01% | 922 |
|
|
2022
Q3 | – | Sell |
-158
| Closed | -$3K | – | 531 |
|
|
2022
Q2 | $3K | Sell |
158
-281
| -64% | -$5.34K | ﹤0.01% | 938 |
|
|
2022
Q1 | $12K | Hold |
439
| – | – | ﹤0.01% | 732 |
|
|
2021
Q4 | $11K | Buy |
439
+277
| +171% | +$6.94K | ﹤0.01% | 759 |
|
|
2021
Q3 | $4K | Buy |
162
+62
| +62% | +$1.53K | ﹤0.01% | 628 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 813 |
|
|
2021
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 823 |
|