EverSource Wealth Advisors’s Gen Digital GEN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$71.8K Buy
2,441
+14
+0.6% +$412 ﹤0.01% 1381
2025
Q1
$64.4K Buy
2,427
+1,004
+71% +$26.6K ﹤0.01% 1114
2024
Q4
$39K Buy
1,423
+651
+84% +$17.8K ﹤0.01% 1298
2024
Q3
$21.2K Buy
772
+145
+23% +$3.98K ﹤0.01% 1460
2024
Q2
$16.3K Buy
627
+157
+33% +$4.08K ﹤0.01% 1604
2024
Q1
$9.47K Buy
470
+193
+70% +$3.89K ﹤0.01% 1718
2023
Q4
$6.32K Sell
277
-82
-23% -$1.87K ﹤0.01% 1762
2023
Q3
$6.35K Buy
359
+8
+2% +$141 ﹤0.01% 1599
2023
Q2
$6.51K Sell
351
-26
-7% -$482 ﹤0.01% 1620
2023
Q1
$6.47K Buy
377
+171
+83% +$2.93K ﹤0.01% 1551
2022
Q4
$4.42K Buy
206
+69
+50% +$1.48K ﹤0.01% 1654
2022
Q3
$3K Buy
137
+64
+88% +$1.4K ﹤0.01% 1534
2022
Q2
$2K Sell
73
-32
-30% -$877 ﹤0.01% 1506
2022
Q1
$3K Buy
105
+66
+169% +$1.89K ﹤0.01% 1416
2021
Q4
$1K Buy
+39
New +$1K ﹤0.01% 1698