Bourne Lent Asset Management’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Hold |
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|
2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $2.17M | Buy |
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|
2024
Q1 | $2.77M | Buy |
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|
2023
Q4 | $2.99M | Buy |
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|
2023
Q3 | $1.93M | Buy |
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|
2023
Q2 | $2.45M | Hold |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $229K | Buy |
|