HB 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 | $558K | Sell |
18,986
-4,571
| -19% | -$134K | ﹤0.01% | 684 |
|
|
2025
Q1 | $625K | Buy |
23,557
+966
| +4% | +$25.6K | 0.01% | 678 |
|
|
2024
Q4 | $619K | Sell |
22,591
-4,061
| -15% | -$111K | 0.01% | 547 |
|
|
2024
Q3 | $731K | Sell |
26,652
-5,054
| -16% | -$139K | 0.01% | 465 |
|
|
2024
Q2 | $792K | Buy |
+31,706
| New | +$792K | 0.01% | 416 |
|
|
2023
Q2 | – | Sell |
-16,154
| Closed | -$277K | – | 738 |
|
|
2023
Q1 | $277K | Sell |
16,154
-1,382
| -8% | -$23.7K | ﹤0.01% | 554 |
|
|
2022
Q4 | $376K | Buy |
+17,536
| New | +$376K | 0.01% | 469 |
|