Bank of New York Mellon’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
51,263
-9,291
| -15% | -$361K | ﹤0.01% | 2743 |
|
|
2025
Q1 | $1.22M | Buy |
60,554
+15,947
| +36% | +$322K | ﹤0.01% | 2927 |
|
|
2024
Q4 | $1.06M | Sell |
44,607
-18,411
| -29% | -$437K | ﹤0.01% | 3111 |
|
|
2024
Q3 | $1.54M | Sell |
63,018
-17,689
| -22% | -$431K | ﹤0.01% | 2884 |
|
|
2024
Q2 | $2.84M | Buy |
80,707
+7,058
| +10% | +$248K | ﹤0.01% | 2601 |
|
|
2024
Q1 | $3.31M | Buy |
73,649
+5,721
| +8% | +$257K | ﹤0.01% | 2511 |
|
|
2023
Q4 | $3.49M | Buy |
67,928
+7,462
| +12% | +$383K | ﹤0.01% | 2549 |
|
|
2023
Q3 | $2.02M | Buy |
60,466
+8,041
| +15% | +$269K | ﹤0.01% | 2802 |
|
|
2023
Q2 | $2.24M | Buy |
52,425
+29,500
| +129% | +$1.26M | ﹤0.01% | 2766 |
|
|
2023
Q1 | $524K | Sell |
22,925
-6,365
| -22% | -$145K | ﹤0.01% | 3471 |
|
|
2022
Q4 | $350K | Buy |
29,290
+13,533
| +86% | +$162K | ﹤0.01% | 3725 |
|
|
2022
Q3 | $181K | Buy |
+15,757
| New | +$181K | ﹤0.01% | 4056 |
|