Atria Wealth Solutions’s Symbotic SYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.44M	Buy	37,133 +1,723	+5%	+$66.9K	0.03%	513
2025 Q1	$716K	Buy	+35,410	New	+$716K	0.01%	1012
2024 Q2	–	Sell	-9,406	Closed	-$423K	–	2032
2024 Q1	$423K	Buy	+9,406	New	+$423K	﹤0.01%	1338