Whittier Trust’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
Q3 | $18.3K | Hold |
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|
2025
Q2 | $19.3K | Hold |
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|
2025
Q1 | $17.5K | Hold |
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|
2024
Q4 | $18K | Hold |
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|
2024
Q3 | $18K | Sell |
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|
2024
Q2 | $23.7K | Hold |
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|
2024
Q1 | $21.3K | Sell |
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|
2023
Q4 | $25.2K | Sell |
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|
2023
Q3 | $30.3K | Hold |
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|
2023
Q2 | $31.8K | Sell |
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|
2023
Q1 | $30.1K | Hold |
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|
2022
Q4 | $37.6K | Hold |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $39K | Sell |
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|
2022
Q1 | $60K | Hold |
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|
2021
Q4 | $59K | Sell |
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|
2021
Q3 | $64K | Hold |
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|
2021
Q2 | $69K | Hold |
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|
2021
Q1 | $54K | Hold |
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|
2020
Q4 | $53K | Sell |
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|
2020
Q3 | $53K | Sell |
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|
2020
Q2 | $53K | Hold |
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|
2020
Q1 | $50K | Buy |
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|
2019
Q4 | $65K | Sell |
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|
2019
Q3 | $176K | Hold |
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|
2019
Q2 | $162K | Sell |
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|
2019
Q1 | $173K | Buy |
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|
2018
Q4 | $81K | Sell |
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|
2018
Q3 | $160K | Hold |
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|
2018
Q2 | $155K | Buy |
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|
2018
Q1 | $193K | Hold |
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|
2017
Q4 | $209K | Hold |
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|
2017
Q3 | $245K | Buy |
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|
2017
Q2 | $72K | Sell |
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|
2017
Q1 | $86K | Hold |
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|
2016
Q4 | $67K | Sell |
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|
2016
Q3 | $75K | Sell |
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|
2016
Q2 | $95K | Hold |
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|
2016
Q1 | $85K | Buy |
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|
2015
Q4 | $95K | Sell |
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|
2015
Q3 | $91K | Sell |
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|
2015
Q2 | $127K | Hold |
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|
2015
Q1 | $128K | Sell |
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|
2014
Q4 | $146K | Hold |
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|
2014
Q3 | $134K | Hold |
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|
2014
Q2 | $131K | Hold |
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|
2014
Q1 | $114K | Sell |
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|
2013
Q4 | $153K | Hold |
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|
2013
Q3 | $161K | Hold |
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|
2013
Q2 | $146K | Buy |
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