1832 Asset Management’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.98M Buy
+51,000
New +$1.98M ﹤0.01% 484
2024
Q1
Sell
-1,055,400
Closed -$54.2M 938
2023
Q4
$54.2M Buy
1,055,400
+690,900
+190% +$35.5M 0.08% 171
2023
Q3
$12.2M Buy
364,500
+249,300
+216% +$8.33M 0.02% 303
2023
Q2
$4.93M Buy
+115,200
New +$4.93M 0.01% 386