Capital Market Strategies’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Sell
38,275
-9,887
-21% -$384K 1.03% 16
2025
Q1
$973K Buy
48,162
+14,357
+42% +$290K 0.65% 32
2024
Q4
$802K Buy
+33,805
New +$802K 0.46% 42