Spire 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 | $2.47K | Buy |
84
+21
| +33% | +$618 | ﹤0.01% | 2135 |
|
|
2025
Q1 | $1.67K | Sell |
63
-1,017
| -94% | -$27K | ﹤0.01% | 2314 |
|
|
2024
Q4 | $29.6K | Buy |
1,080
+17
| +2% | +$465 | ﹤0.01% | 1476 |
|
|
2024
Q3 | $29.2K | Buy |
1,063
+989
| +1,336% | +$27.1K | ﹤0.01% | 1319 |
|
|
2024
Q2 | $1.85K | Sell |
74
-1,070
| -94% | -$26.7K | ﹤0.01% | 2021 |
|
|
2024
Q1 | $25.6K | Buy |
1,144
+70
| +7% | +$1.57K | ﹤0.01% | 1430 |
|
|
2023
Q4 | $25.2K | Buy |
1,074
+1,011
| +1,605% | +$23.7K | ﹤0.01% | 1456 |
|
|
2023
Q3 | $1.11K | Buy |
63
+14
| +29% | +$248 | ﹤0.01% | 2233 |
|
|
2023
Q2 | $910 | Sell |
49
-125
| -72% | -$2.32K | ﹤0.01% | 2319 |
|
|
2023
Q1 | $2.99K | Sell |
174
-205
| -54% | -$3.52K | ﹤0.01% | 2166 |
|
|
2022
Q4 | $8K | Buy |
379
+44
| +13% | +$929 | ﹤0.01% | 1690 |
|
|
2022
Q3 | $7K | Hold |
335
| – | – | ﹤0.01% | 1651 |
|
|
2022
Q2 | $7K | Sell |
335
-400
| -54% | -$8.36K | ﹤0.01% | 2023 |
|
|
2022
Q1 | $19K | Sell |
735
-12,424
| -94% | -$321K | ﹤0.01% | 1833 |
|
|
2021
Q4 | $342K | Buy |
13,159
+12,424
| +1,690% | +$323K | 0.01% | 857 |
|
|
2021
Q3 | $19K | Sell |
735
-150
| -17% | -$3.88K | ﹤0.01% | 1872 |
|
|
2021
Q2 | $24K | Sell |
885
-12,217
| -93% | -$331K | ﹤0.01% | 1800 |
|
|
2021
Q1 | $283K | Buy |
+13,102
| New | +$283K | 0.01% | 899 |
|