Ameriprise’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $825K | Sell |
21,245
-8,247
| -28% | -$320K | ﹤0.01% | 3316 |
|
|
2025
Q1 | $596K | Sell |
29,492
-12,438
| -30% | -$251K | ﹤0.01% | 3386 |
|
|
2024
Q4 | $994K | Sell |
41,930
-57,932
| -58% | -$1.37M | ﹤0.01% | 3212 |
|
|
2024
Q3 | $2.44M | Buy |
99,862
+17,234
| +21% | +$420K | ﹤0.01% | 2803 |
|
|
2024
Q2 | $2.91M | Sell |
82,628
-65,215
| -44% | -$2.29M | ﹤0.01% | 2681 |
|
|
2024
Q1 | $6.65M | Buy |
147,843
+102,897
| +229% | +$4.63M | ﹤0.01% | 2140 |
|
|
2023
Q4 | $2.31M | Buy |
+44,946
| New | +$2.31M | ﹤0.01% | 2800 |
|