Charles Schwab’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.98M | Sell |
231,044
-409
| -0.2% | -$15.9K | ﹤0.01% | 2071 |
|
|
2025
Q1 | $4.68M | Buy |
231,453
+457
| +0.2% | +$9.24K | ﹤0.01% | 2301 |
|
|
2024
Q4 | $5.48M | Buy |
230,996
+11,922
| +5% | +$283K | ﹤0.01% | 2298 |
|
|
2024
Q3 | $5.34M | Buy |
219,074
+20,469
| +10% | +$499K | ﹤0.01% | 2343 |
|
|
2024
Q2 | $6.98M | Buy |
198,605
+5,549
| +3% | +$195K | ﹤0.01% | 2208 |
|
|
2024
Q1 | $8.69M | Buy |
193,056
+103,259
| +115% | +$4.65M | ﹤0.01% | 2057 |
|
|
2023
Q4 | $4.61M | Buy |
89,797
+3,169
| +4% | +$163K | ﹤0.01% | 2347 |
|
|
2023
Q3 | $2.9M | Buy |
86,628
+80,261
| +1,261% | +$2.68M | ﹤0.01% | 2481 |
|
|
2023
Q2 | $273K | Buy |
+6,367
| New | +$273K | ﹤0.01% | 3252 |
|