Coppell Advisory Solutions’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 | – | Sell |
-476
| Closed | -$229K | – | 385 |
|
|
2025
Q1 | $229K | Sell |
476
-293
| -38% | -$141K | 0.03% | 299 |
|
|
2024
Q4 | $21.1K | Buy |
769
+192
| +33% | +$5.26K | ﹤0.01% | 870 |
|
|
2024
Q3 | $15.9K | Hold |
577
| – | – | ﹤0.01% | 944 |
|
|
2024
Q2 | $14.4K | Buy |
+577
| New | +$14.4K | ﹤0.01% | 897 |
|
|
2023
Q4 | $13.2K | Sell |
577
-742
| -56% | -$16.9K | ﹤0.01% | 867 |
|
|
2023
Q3 | $28.3K | Buy |
1,319
+830
| +170% | +$17.8K | 0.01% | 441 |
|
|
2023
Q2 | $9.01K | Buy |
+489
| New | +$9.01K | ﹤0.01% | 722 |
|
|
2023
Q1 | – | Sell |
-1,319
| Closed | -$28.3K | – | 555 |
|
|
2022
Q4 | $28.3K | Buy |
+1,319
| New | +$28.3K | 0.01% | 443 |
|