Laird Norton Wetherby 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 | $585K | Sell |
20,608
-308
| -1% | -$9.21K | 0.02% | 519 |
|
|
2025
Q2 | $615K | Buy |
+20,916
| New | +$572K | 0.03% | 501 |
|
|
2024
Q4 | $576K | Buy |
21,033
+1,294
| +7% | +$37.2K | 0.03% | 484 |
|
|
2024
Q3 | $541K | Buy |
19,739
+703
| +4% | +$18K | 0.02% | 534 |
|
|
2024
Q2 | $476K | Sell |
19,036
-16
| -0.1% | -$366 | 0.02% | 548 |
|
|
2024
Q1 | $427K | Sell |
19,052
-1,947
| -9% | -$43.2K | 0.02% | 612 |
|
|
2023
Q4 | $479K | Sell |
20,999
-5,258
| -20% | -$104K | 0.03% | 561 |
|
|
2023
Q3 | $464K | Buy |
26,257
+253
| +1% | +$4.94K | 0.03% | 545 |
|
|
2023
Q2 | $482K | Buy |
26,004
+13,405
| +106% | +$234K | 0.03% | 551 |
|
|
2023
Q1 | $216K | Sell |
12,599
-4,635
| -27% | -$93K | 0.01% | 803 |
|
|
2022
Q4 | $369K | Buy |
17,234
+2,360
| +16% | +$52.1K | 0.02% | 614 |
|
|
2022
Q3 | $300K | Sell |
14,874
-5,898
| -28% | -$136K | 0.02% | 656 |
|
|
2022
Q2 | $456K | Sell |
20,772
-6,259
| -23% | -$154K | 0.03% | 541 |
|
|
2022
Q1 | $717K | Buy |
27,031
+6,420
| +31% | +$177K | 0.04% | 404 |
|
|
2021
Q4 | $535K | Sell |
20,611
-6,272
| -23% | -$159K | 0.03% | 497 |
|
|
2021
Q3 | $680K | Buy |
26,883
+6,474
| +32% | +$169K | 0.04% | 399 |
|
|
2021
Q2 | $556K | Buy |
20,409
+10,860
| +114% | +$270K | 0.03% | 474 |
|
|
2021
Q1 | $203K | Sell |
9,549
-5,088
| -35% | -$107K | 0.02% | 738 |
|
|
2020
Q4 | $304K | Buy |
14,637
+3,463
| +31% | +$69.9K | 0.02% | 665 |
|
|
2020
Q3 | $233K | Buy |
11,174
+355
| +3% | +$7.68K | 0.02% | 604 |
|
|
2020
Q2 | $215K | Buy |
+10,819
| New | +$220K | 0.02% | 618 |
|
|
2020
Q1 | – | Sell |
-11,203
| Closed | -$286K | – | 711 |
|
|
2019
Q4 | $286K | Sell |
11,203
-402
| -3% | -$9.82K | 0.03% | 554 |
|
|
2019
Q3 | $275K | Buy |
11,605
+515
| +5% | +$12K | 0.03% | 571 |
|
|
2019
Q2 | $242K | Sell |
11,090
-171
| -2% | -$3.68K | 0.03% | 592 |
|
|
2019
Q1 | $259K | Sell |
11,261
-951
| -8% | -$20.7K | 0.03% | 559 |
|
|
2018
Q4 | $231K | Buy |
12,212
+1,792
| +17% | +$37K | 0.03% | 542 |
|
|
2018
Q3 | $221K | Buy |
10,420
+178
| +2% | +$3.63K | 0.03% | 598 |
|
|
2018
Q2 | $212K | Buy |
10,242
+280
| +3% | +$6.72K | 0.03% | 586 |
|
|
2018
Q1 | $258K | Buy |
9,962
+364
| +4% | +$9.9K | 0.04% | 521 |
|
|
2017
Q4 | $269K | Buy |
9,598
+186
| +2% | +$5.56K | 0.04% | 500 |
|
|
2017
Q3 | $309K | Buy |
9,412
+527
| +6% | +$16.1K | 0.05% | 450 |
|
|
2017
Q2 | $251K | Buy |
8,885
+246
| +3% | +$7.44K | 0.04% | 477 |
|
|
2017
Q1 | $265K | Buy |
+8,639
| New | +$245K | 0.05% | 459 |
|
Other funds holding GEN
BGC
N
