Platform Technology Partners’s Gen Digital GEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$266K	Buy	14,147 +1,488	+12%	+$34.4K	0.05%	250
2025 Q4	$344K	Buy	12,659 +301	+2%	+$8.1K	0.07%	190
2025 Q3	$351K	Buy	12,358 +54	+0.4%	+$1.61K	0.08%	181
2025 Q2	$362K	Sell	12,304 -25	-0.2%	-$683	0.09%	178
2025 Q1	$327K	Buy	12,329 +53	+0.4%	+$1.45K	0.1%	176
2024 Q4	$336K	Hold	12,276	–	–	0.1%	155
2024 Q3	$337K	Sell	12,276 -73	-0.6%	-$1.87K	0.11%	163
2024 Q2	$308K	Buy	+12,349	New	+$283K	0.11%	164
2023 Q4	$270K	Hold	12,349	–	–	0.11%	170
2023 Q3	$218K	Hold	12,349	–	–	0.1%	169
2023 Q2	$232K	Buy	12,349 +25	+0.2%	+$437	0.11%	169
2023 Q1	$211K	Hold	12,324	–	–	0.1%	172
2022 Q4	$264K	Hold	12,324	–	–	0.14%	151
2022 Q3	$248K	Hold	12,324	–	–	0.14%	151
2022 Q2	$271K	Hold	12,324	–	–	0.15%	145
2022 Q1	$327K	Sell	12,324 -100	-0.8%	-$2.75K	0.16%	141
2021 Q4	$323K	Buy	12,424 +134	+1%	+$3.39K	0.14%	157
2021 Q3	$311K	Buy	12,290 +73	+0.6%	+$1.9K	0.14%	163
2021 Q2	$333K	Buy	+12,217	New	+$304K	0.14%	173
2020 Q4	$251K	Buy	12,094 +1,000	+9%	+$20.2K	0.12%	180
2020 Q3	$231K	Buy	+11,094	New	+$240K	0.14%	154