Wade Financial Advisory’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
Q1 | $421K | Hold |
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|
2024
Q4 | $434K | Hold |
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|
2024
Q3 | $435K | Hold |
|
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|
2024
Q2 | $396K | Hold |
|
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|
2024
Q1 | $355K | Hold |
|
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|
2023
Q4 | $362K | Hold |
|
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|
2023
Q3 | $280K | Hold |
|
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|
2023
Q2 | $294K | Hold |
|
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|
2023
Q1 | $272K | Hold |
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|
2022
Q4 | $340K | Hold |
|
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|
2022
Q3 | $319K | Hold |
|
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|
2022
Q2 | $348K | Hold |
|
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|
2022
Q1 | $420K | Hold |
|
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|
2021
Q4 | $412K | Hold |
|
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|
2021
Q3 | $401K | Hold |
|
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|
2021
Q2 | $432K | Hold |
|
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|
2021
Q1 | $337K | Sell |
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|
2020
Q4 | $360K | Sell |
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|
2020
Q3 | $407K | Sell |
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|
2020
Q2 | $437K | Hold |
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|
2020
Q1 | $412K | Hold |
|
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|
2019
Q4 | $562K | Buy |
|