Advisors Asset Management’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.98M Buy
2025
Q1
$713K Buy
2024
Q4
$612K Buy
2024
Q3
$265K Buy
2024
Q2
$293K Buy
2024
Q1
$123K Buy
2023
Q4
$126K Buy
2023
Q3
$74.6K Buy
2023
Q2
$58.8K Buy
2023
Q1
$17.6K Buy
2022
Q4
$4.08K Buy