Baird Financial 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 | $2.11M | Sell |
54,396
-25,248
| -32% | -$981K | ﹤0.01% | 999 |
|
|
2025
Q1 | $1.61M | Buy |
79,644
+21,304
| +37% | +$431K | ﹤0.01% | 1029 |
|
|
2024
Q4 | $1.38M | Sell |
58,340
-12,950
| -18% | -$307K | ﹤0.01% | 1081 |
|
|
2024
Q3 | $1.74M | Sell |
71,290
-25,884
| -27% | -$631K | ﹤0.01% | 1004 |
|
|
2024
Q2 | $3.42M | Buy |
97,174
+5,478
| +6% | +$193K | 0.01% | 787 |
|
|
2024
Q1 | $4.13M | Buy |
91,696
+28,659
| +45% | +$1.29M | 0.01% | 723 |
|
|
2023
Q4 | $3.24M | Buy |
63,037
+1,014
| +2% | +$52K | 0.01% | 796 |
|
|
2023
Q3 | $2.07M | Buy |
62,023
+30,398
| +96% | +$1.02M | 0.01% | 892 |
|
|
2023
Q2 | $1.35M | Buy |
+31,625
| New | +$1.35M | ﹤0.01% | 1022 |
|