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 |
|