Prestige Wealth Management Group’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 | $618 | Hold |
21
| – | – | ﹤0.01% | 912 |
|
|
2025
Q1 | $558 | Hold |
21
| – | – | ﹤0.01% | 918 |
|
|
2024
Q4 | $575 | Hold |
21
| – | – | ﹤0.01% | 950 |
|
|
2024
Q3 | $577 | Hold |
21
| – | – | ﹤0.01% | 943 |
|
|
2024
Q2 | $525 | Sell |
21
-167
| -89% | -$4.18K | ﹤0.01% | 914 |
|
|
2024
Q1 | $4.21K | Sell |
188
-409
| -69% | -$9.16K | ﹤0.01% | 607 |
|
|
2023
Q4 | $13.6K | Sell |
597
-160
| -21% | -$3.65K | ﹤0.01% | 386 |
|
|
2023
Q3 | $13.4K | Buy |
757
+18
| +2% | +$318 | ﹤0.01% | 385 |
|
|
2023
Q2 | $13.7K | Buy |
739
+632
| +591% | +$11.7K | ﹤0.01% | 409 |
|
|
2023
Q1 | $1.84K | Sell |
107
-194
| -64% | -$3.33K | ﹤0.01% | 762 |
|
|
2022
Q4 | $6.45K | Buy |
301
+203
| +207% | +$4.35K | ﹤0.01% | 555 |
|
|
2022
Q3 | $2K | Sell |
98
-56
| -36% | -$1.14K | ﹤0.01% | 732 |
|
|
2022
Q2 | $3K | Buy |
154
+77
| +100% | +$1.5K | ﹤0.01% | 684 |
|
|
2022
Q1 | $2K | Hold |
77
| – | – | ﹤0.01% | 766 |
|
|
2021
Q4 | $2K | Sell |
77
-40
| -34% | -$1.04K | ﹤0.01% | 792 |
|
|
2021
Q3 | $3K | Buy |
117
+27
| +30% | +$692 | ﹤0.01% | 727 |
|
|
2021
Q2 | $2K | Buy |
90
+13
| +17% | +$289 | ﹤0.01% | 787 |
|
|
2021
Q1 | $2K | Hold |
77
| – | – | ﹤0.01% | 780 |
|
|
2020
Q4 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 748 |
|
|
2019
Q1 | – | Sell |
-21
| Closed | – | – | 749 |
|
|
2018
Q4 | $0 | Buy |
+21
| New | – | ﹤0.01% | 1266 |
|