Advisors 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 |
50,937
+15,676
| +44% | +$609K | 0.04% | 573 |
|
|
2025
Q1 | $713K | Buy |
35,261
+9,459
| +37% | +$191K | 0.01% | 851 |
|
|
2024
Q4 | $612K | Buy |
25,802
+14,933
| +137% | +$354K | 0.01% | 885 |
|
|
2024
Q3 | $265K | Buy |
10,869
+2,544
| +31% | +$62K | ﹤0.01% | 1061 |
|
|
2024
Q2 | $293K | Buy |
8,325
+5,585
| +204% | +$196K | 0.01% | 1031 |
|
|
2024
Q1 | $123K | Buy |
2,740
+284
| +12% | +$12.8K | ﹤0.01% | 1191 |
|
|
2023
Q4 | $126K | Buy |
2,456
+224
| +10% | +$11.5K | ﹤0.01% | 1175 |
|
|
2023
Q3 | $74.6K | Buy |
2,232
+859
| +63% | +$28.7K | ﹤0.01% | 1228 |
|
|
2023
Q2 | $58.8K | Buy |
1,373
+604
| +79% | +$25.9K | ﹤0.01% | 1261 |
|
|
2023
Q1 | $17.6K | Buy |
769
+427
| +125% | +$9.75K | ﹤0.01% | 1390 |
|
|
2022
Q4 | $4.08K | Buy |
+342
| New | +$4.08K | ﹤0.01% | 1466 |
|