BLAM
Bourne Lent Asset Management’s Symbotic SYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Hold |
88,360
| – | – | 1.33% | 15 |
|
|
2025
Q1 | $1.79M | Buy |
88,360
+1,150
| +1% | +$23.2K | 0.77% | 24 |
|
|
2024
Q4 | $2.07M | Buy |
87,210
+22,500
| +35% | +$533K | 0.79% | 25 |
|
|
2024
Q3 | $1.58M | Buy |
64,710
+3,000
| +5% | +$73.2K | 0.6% | 28 |
|
|
2024
Q2 | $2.17M | Buy |
61,710
+150
| +0.2% | +$5.27K | 0.83% | 19 |
|
|
2024
Q1 | $2.77M | Buy |
61,560
+3,300
| +6% | +$149K | 1.12% | 17 |
|
|
2023
Q4 | $2.99M | Buy |
58,260
+600
| +1% | +$30.8K | 1.21% | 16 |
|
|
2023
Q3 | $1.93M | Buy |
57,660
+450
| +0.8% | +$15K | 0.85% | 24 |
|
|
2023
Q2 | $2.45M | Hold |
57,210
| – | – | 0.85% | 18 |
|
|
2023
Q1 | $1.31M | Buy |
57,210
+38,000
| +198% | +$868K | 0.49% | 28 |
|
|
2022
Q4 | $229K | Buy |
+19,210
| New | +$229K | 0.1% | 60 |
|