Heritage Wealth Advisors’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 | $88.3K | Hold |
3,005
| – | – | ﹤0.01% | 258 |
|
|
2025
Q1 | $79.8K | Hold |
3,005
| – | – | ﹤0.01% | 263 |
|
|
2024
Q4 | $82.3K | Hold |
3,005
| – | – | ﹤0.01% | 270 |
|
|
2024
Q3 | $82.4K | Hold |
3,005
| – | – | ﹤0.01% | 284 |
|
|
2024
Q2 | $75.1K | Hold |
3,005
| – | – | ﹤0.01% | 275 |
|
|
2024
Q1 | $67.3K | Hold |
3,005
| – | – | ﹤0.01% | 300 |
|
|
2023
Q4 | $68.6K | Hold |
3,005
| – | – | ﹤0.01% | 308 |
|
|
2023
Q3 | $53.1K | Hold |
3,005
| – | – | ﹤0.01% | 294 |
|
|
2023
Q2 | $55.7K | Hold |
3,005
| – | – | ﹤0.01% | 311 |
|
|
2023
Q1 | $51.6K | Hold |
3,005
| – | – | ﹤0.01% | 318 |
|
|
2022
Q4 | $64.4K | Hold |
3,005
| – | – | ﹤0.01% | 293 |
|
|
2022
Q3 | $60.5K | Hold |
3,005
| – | – | ﹤0.01% | 284 |
|
|
2022
Q2 | $66K | Hold |
3,005
| – | – | ﹤0.01% | 299 |
|
|
2022
Q1 | $80K | Hold |
3,005
| – | – | ﹤0.01% | 271 |
|
|
2021
Q4 | $78K | Hold |
3,005
| – | – | ﹤0.01% | 284 |
|
|
2021
Q3 | $76K | Hold |
3,005
| – | – | ﹤0.01% | 281 |
|
|
2021
Q2 | $81.8K | Hold |
3,005
| – | – | 0.01% | 273 |
|
|
2021
Q1 | $63.9K | Hold |
3,005
| – | – | ﹤0.01% | 308 |
|
|
2020
Q4 | $62K | Hold |
3,005
| – | – | ﹤0.01% | 304 |
|
|
2020
Q3 | $62.6K | Hold |
3,005
| – | – | 0.01% | 248 |
|
|
2020
Q2 | $59.6K | Hold |
3,005
| – | – | 0.01% | 247 |
|
|
2020
Q1 | $56.2K | Sell |
3,005
-55
| -2% | -$1.03K | 0.01% | 246 |
|
|
2019
Q4 | $78.1K | Buy |
3,060
+55
| +2% | +$1.4K | 0.01% | 262 |
|
|
2019
Q3 | $71K | Hold |
3,005
| – | – | 0.01% | 242 |
|
|
2019
Q2 | $65.4K | Hold |
3,005
| – | – | 0.01% | 229 |
|
|
2019
Q1 | $69.1K | Hold |
3,005
| – | – | 0.01% | 206 |
|
|
2018
Q4 | $56K | Hold |
3,005
| – | – | 0.01% | 188 |
|
|
2018
Q3 | $63K | Buy |
+3,005
| New | +$63K | 0.01% | 180 |
|