Cornerstone 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 | $276K | Sell |
9,390
-6
| -0.1% | -$176 | 0.02% | 531 |
|
|
2025
Q1 | $249K | Buy |
9,396
+265
| +3% | +$7.03K | 0.02% | 517 |
|
|
2024
Q4 | $250K | Buy |
9,131
+38
| +0.4% | +$1.04K | 0.02% | 507 |
|
|
2024
Q3 | $249K | Buy |
9,093
+44
| +0.5% | +$1.21K | 0.02% | 499 |
|
|
2024
Q2 | $226K | Buy |
9,049
+30
| +0.3% | +$749 | 0.02% | 498 |
|
|
2024
Q1 | $202K | Buy |
9,019
+50
| +0.6% | +$1.12K | 0.02% | 513 |
|
|
2023
Q4 | $205K | Buy |
+8,969
| New | +$205K | 0.02% | 500 |
|
|
2018
Q4 | – | Sell |
-32,630
| Closed | -$1M | – | 654 |
|
|
2018
Q3 | $1M | Buy |
32,630
+11,364
| +53% | +$348K | 0.01% | 698 |
|
|
2018
Q2 | $1.02M | Buy |
+21,266
| New | +$1.02M | 0.01% | 760 |
|