Institute for 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 | $489K | Sell |
16,619
-489
| -3% | -$14.4K | 0.05% | 320 |
|
|
2025
Q1 | $454K | Sell |
17,108
-250
| -1% | -$6.64K | 0.06% | 313 |
|
|
2024
Q4 | $475K | Hold |
17,358
| – | – | 0.06% | 295 |
|
|
2024
Q3 | $476K | Buy |
17,358
+1
| +0% | +$27 | 0.06% | 310 |
|
|
2024
Q2 | $434K | Hold |
17,357
| – | – | 0.06% | 312 |
|
|
2024
Q1 | $389K | Sell |
17,357
-249
| -1% | -$5.58K | 0.05% | 329 |
|
|
2023
Q4 | $402K | Hold |
17,606
| – | – | 0.07% | 306 |
|
|
2023
Q3 | $311K | Sell |
17,606
-3,421
| -16% | -$60.5K | 0.06% | 333 |
|
|
2023
Q2 | $390K | Sell |
21,027
-1,364
| -6% | -$25.3K | 0.07% | 302 |
|
|
2023
Q1 | $384K | Sell |
22,391
-475
| -2% | -$8.15K | 0.07% | 302 |
|
|
2022
Q4 | $490K | Sell |
22,866
-267
| -1% | -$5.72K | 0.1% | 259 |
|
|
2022
Q3 | $466K | Hold |
23,133
| – | – | 0.1% | 250 |
|
|
2022
Q2 | $508K | Sell |
23,133
-201
| -0.9% | -$4.41K | 0.1% | 265 |
|
|
2022
Q1 | $619K | Buy |
23,334
+201
| +0.9% | +$5.33K | 0.1% | 244 |
|
|
2021
Q4 | $601K | Hold |
23,133
| – | – | 0.1% | 245 |
|
|
2021
Q3 | $585K | Hold |
23,133
| – | – | 0.1% | 239 |
|
|
2021
Q2 | $630K | Buy |
23,133
+419
| +2% | +$11.4K | 0.11% | 225 |
|
|
2021
Q1 | $483K | Buy |
22,714
+2,633
| +13% | +$56K | 0.09% | 273 |
|
|
2020
Q4 | $417K | Buy |
20,081
+10,000
| +99% | +$208K | 0.08% | 286 |
|
|
2020
Q3 | $210K | Buy |
+10,081
| New | +$210K | 0.05% | 384 |
|