HHM 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 | $81.7K | Hold |
2,780
| – | – | 0.01% | 302 |
|
|
2025
Q1 | $73.8K | Sell |
2,780
-28
| -1% | -$743 | 0.01% | 305 |
|
|
2024
Q4 | $76.9K | Buy |
2,808
+28
| +1% | +$767 | 0.01% | 294 |
|
|
2024
Q3 | $76.3K | Hold |
2,780
| – | – | 0.01% | 282 |
|
|
2024
Q2 | $69.4K | Hold |
2,780
| – | – | 0.01% | 295 |
|
|
2024
Q1 | $62.3K | Hold |
2,780
| – | – | 0.01% | 271 |
|
|
2023
Q4 | $63.4K | Hold |
2,780
| – | – | 0.01% | 262 |
|
|
2023
Q3 | $49.2K | Hold |
2,780
| – | – | 0.01% | 272 |
|
|
2023
Q2 | $51.6K | Buy |
+2,780
| New | +$51.6K | 0.01% | 273 |
|
|
2020
Q4 | – | Sell |
-350
| Closed | -$7K | – | 545 |
|
|
2020
Q3 | $7K | Buy |
+350
| New | +$7K | ﹤0.01% | 413 |
|