Institute for Wealth Management’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $466K | Sell |
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|
2025
Q2 | $489K | Sell |
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|
2025
Q1 | $454K | Sell |
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|
2024
Q4 | $475K | Hold |
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|
2024
Q3 | $476K | Buy |
|
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|
2024
Q2 | $434K | Hold |
|
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $402K | Hold |
|
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|
2023
Q3 | $311K | Sell |
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|
2023
Q2 | $390K | Sell |
|
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $490K | Sell |
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|
2022
Q3 | $466K | Hold |
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|
2022
Q2 | $508K | Sell |
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|
2022
Q1 | $619K | Buy |
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|
2021
Q4 | $601K | Hold |
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|
2021
Q3 | $585K | Hold |
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|
2021
Q2 | $630K | Buy |
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|
2021
Q1 | $483K | Buy |
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|
2020
Q4 | $417K | Buy |
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|
2020
Q3 | $210K | Buy |
|