Congress Wealth 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
Q2 | $338K | Buy |
11,480
+2,657
| +30% | +$78.1K | ﹤0.01% | 1033 |
|
|
2025
Q1 | $234K | Buy |
8,823
+6
| +0.1% | +$159 | ﹤0.01% | 1002 |
|
|
2024
Q4 | $241K | Sell |
8,817
-143
| -2% | -$3.92K | ﹤0.01% | 813 |
|
|
2024
Q3 | $246K | Sell |
8,960
-472
| -5% | -$12.9K | ﹤0.01% | 778 |
|
|
2024
Q2 | $236K | Sell |
9,432
-303
| -3% | -$7.57K | ﹤0.01% | 665 |
|
|
2024
Q1 | $218K | Buy |
9,735
+479
| +5% | +$10.7K | ﹤0.01% | 561 |
|
|
2023
Q4 | $211K | Buy |
+9,256
| New | +$211K | ﹤0.01% | 589 |
|
|
2022
Q3 | – | Sell |
-9,434
| Closed | -$207K | – | 555 |
|
|
2022
Q2 | $207K | Sell |
9,434
-2
| -0% | -$44 | 0.01% | 532 |
|
|
2022
Q1 | $250K | Buy |
+9,436
| New | +$250K | 0.01% | 543 |
|