Mark Sheptoff Financial Planning’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
Q2 | $50K | Hold |
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|
2025
Q1 | $45.1K | Sell |
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|
2024
Q4 | $567K | Buy |
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|
2024
Q3 | $425K | Buy |
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|
2024
Q2 | $5.15K | Buy |
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|
2024
Q1 | $4.59K | Buy |
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|
2023
Q4 | $4.65K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $10K | Sell |
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|
2018
Q1 | $26K | Sell |
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|
2017
Q4 | $56K | Sell |
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|
2017
Q3 | $69K | Hold |
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|
2017
Q2 | $59K | Sell |
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|
2017
Q1 | $64K | Buy |
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|
2016
Q4 | $50K | Sell |
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|
2016
Q3 | $65K | Buy |
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