Carson Wealth (CWM LLC)’s Symbotic SYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
11,363
+8,761
| +337% | +$340K | ﹤0.01% | 1646 |
|
|
2025
Q1 | $53K | Buy |
2,602
+2,090
| +408% | +$42.6K | ﹤0.01% | 2942 |
|
|
2024
Q4 | $12K | Sell |
512
-213
| -29% | -$4.99K | ﹤0.01% | 3779 |
|
|
2024
Q3 | $18K | Buy |
725
+434
| +149% | +$10.8K | ﹤0.01% | 3439 |
|
|
2024
Q2 | $10K | Sell |
291
-51
| -15% | -$1.75K | ﹤0.01% | 3564 |
|
|
2024
Q1 | $15K | Buy |
+342
| New | +$15K | ﹤0.01% | 3105 |
|