Montag & Associates’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 | $68.1K | Hold |
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|
2025
Q2 | $70.6K | Hold |
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|
2025
Q1 | $63.7K | Hold |
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|
2024
Q4 | $65.7K | Hold |
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|
2024
Q3 | $65.8K | Hold |
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|
2024
Q2 | $60K | Hold |
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|
2024
Q1 | $53.8K | Hold |
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|
2023
Q4 | $54.8K | Hold |
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|
2023
Q3 | $42.4K | Hold |
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|
2023
Q2 | $44.5K | Hold |
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|
2023
Q1 | $41.2K | Hold |
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|
2022
Q4 | $51.4K | Hold |
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|
2022
Q3 | $48K | Hold |
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|
2022
Q2 | $53K | Sell |
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|
2022
Q1 | $127K | Hold |
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|
2021
Q4 | $125K | Hold |
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|
2021
Q3 | $121K | Hold |
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|
2021
Q2 | $131K | Hold |
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|
2021
Q1 | $102K | Hold |
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|
2020
Q4 | $100K | Buy |
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