Armstrong Advisory Group’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
7,594
-4,188
| -36% | -$163K | 0.02% | 163 |
|
|
2025
Q1 | $279K | Hold |
11,782
| – | – | 0.02% | 158 |
|
|
2024
Q4 | $279K | Buy |
11,782
+6,479
| +122% | +$154K | 0.02% | 158 |
|
|
2024
Q3 | $129K | Hold |
5,303
| – | – | 0.01% | 235 |
|
|
2024
Q2 | $186K | Buy |
5,303
+656
| +14% | +$23.1K | 0.02% | 191 |
|
|
2024
Q1 | $239K | Hold |
4,647
| – | – | 0.02% | 163 |
|
|
2023
Q4 | $239K | Buy |
4,647
+2,225
| +92% | +$114K | 0.02% | 163 |
|
|
2023
Q3 | $81K | Sell |
2,422
-2,225
| -48% | -$74.4K | 0.01% | 269 |
|
|
2023
Q2 | $199K | Sell |
4,647
-1,125
| -19% | -$48.2K | 0.02% | 173 |
|
|
2023
Q1 | $132K | Buy |
5,772
+100
| +2% | +$2.28K | 0.02% | 206 |
|
|
2022
Q4 | $67.7K | Buy |
+5,672
| New | +$67.7K | 0.01% | 274 |
|