1WA
180 Wealth Advisors’s Symbotic SYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
58,521
+4,901
| +9% | +$190K | 0.32% | 81 |
|
|
2025
Q1 | $1.08M | Buy |
53,620
+14,999
| +39% | +$303K | 0.17% | 124 |
|
|
2024
Q4 | $916K | Buy |
38,621
+2,063
| +6% | +$48.9K | 0.14% | 138 |
|
|
2024
Q3 | $892K | Buy |
+36,558
| New | +$892K | 0.14% | 153 |
|