Carolinas Wealth Consulting’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,310
| Closed | -$26.5K | – | 833 |
|
|
2025
Q1 | $26.5K | Buy |
1,310
+103
| +9% | +$2.08K | 0.01% | 425 |
|
|
2024
Q4 | $28.6K | Hold |
1,207
| – | – | 0.01% | 430 |
|
|
2024
Q3 | $29.4K | Hold |
1,207
| – | – | 0.01% | 429 |
|
|
2024
Q2 | $42.4K | Hold |
1,207
| – | – | 0.01% | 386 |
|
|
2024
Q1 | $54.3K | Hold |
1,207
| – | – | 0.01% | 361 |
|
|
2023
Q4 | $62K | Hold |
1,207
| – | – | 0.01% | 308 |
|
|
2023
Q3 | $41.1K | Buy |
+1,207
| New | +$41.1K | 0.01% | 337 |
|