JFS Wealth Advisors’s Gen Digital GEN Stock Holding History

JFS Wealth Advisors’s Portfolio GEN Stock Details GEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18.5K	Sell	628 -136	-18%	-$4K	﹤0.01%	673
2025 Q1	$20.3K	Buy	764 +22	+3%	+$584	﹤0.01%	659
2024 Q4	$20.3K	Buy	742 +32	+5%	+$876	﹤0.01%	643
2024 Q3	$19.5K	Sell	710 -597	-46%	-$16.4K	﹤0.01%	649
2024 Q2	$32.6K	Buy	1,307 +86	+7%	+$2.15K	﹤0.01%	496
2024 Q1	$27.4K	Hold	1,221	–	–	﹤0.01%	557
2023 Q4	$27.9K	Buy	1,221 +7	+0.6%	+$160	﹤0.01%	516
2023 Q3	$21.5K	Buy	1,214 +56	+5%	+$990	﹤0.01%	530
2023 Q2	$21.5K	Buy	1,158 +198	+21%	+$3.67K	﹤0.01%	532
2023 Q1	$16.5K	Sell	960 -282	-23%	-$4.84K	﹤0.01%	578
2022 Q4	$26.6K	Hold	1,242	–	–	﹤0.01%	475
2022 Q3	$25K	Sell	1,242 -124	-9%	-$2.5K	﹤0.01%	517
2022 Q2	$30K	Buy	1,366 +149	+12%	+$3.27K	﹤0.01%	501
2022 Q1	$32K	Buy	1,217 +172	+16%	+$4.52K	﹤0.01%	509
2021 Q4	$27K	Buy	1,045 +95	+10%	+$2.46K	﹤0.01%	517
2021 Q3	$24K	Buy	950 +300	+46%	+$7.58K	﹤0.01%	515
2021 Q2	$18K	Hold	650	–	–	﹤0.01%	379
2021 Q1	$14K	Hold	650	–	–	﹤0.01%	384
2020 Q4	$14K	Hold	650	–	–	﹤0.01%	378
2020 Q3	$14K	Hold	650	–	–	﹤0.01%	356
2020 Q2	$13K	Hold	650	–	–	﹤0.01%	358
2020 Q1	$12K	Hold	650	–	–	﹤0.01%	334
2019 Q4	$17K	Hold	650	–	–	﹤0.01%	324
2019 Q3	$15K	Hold	650	–	–	﹤0.01%	328
2019 Q2	$14K	Hold	650	–	–	﹤0.01%	339
2019 Q1	$15K	Hold	650	–	–	﹤0.01%	322
2018 Q4	$12K	Hold	650	–	–	﹤0.01%	332
2018 Q3	$14K	Hold	650	–	–	﹤0.01%	362
2018 Q2	$13K	Hold	650	–	–	﹤0.01%	346
2018 Q1	$17K	Hold	650	–	–	﹤0.01%	328
2017 Q4	$18K	Hold	650	–	–	﹤0.01%	340
2017 Q3	$21K	Hold	650	–	–	0.01%	313
2017 Q2	$18K	Hold	650	–	–	﹤0.01%	310
2017 Q1	$16K	Hold	650	–	–	﹤0.01%	325
2016 Q4	$16K	Hold	650	–	–	﹤0.01%	325
2016 Q3	$16K	Buy	+650	New	+$16K	﹤0.01%	350