Mowery & Schoenfeld 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	$2.36K	Hold	80	–	–	﹤0.01%	323
2025 Q1	$2.13K	Sell	80 -11	-12%	-$293	﹤0.01%	385
2024 Q4	$2.49K	Buy	+91	New	+$2.49K	﹤0.01%	379