Clearstead Advisors’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.9K | Sell |
1,000
-66
| -6% | -$2.56K | ﹤0.01% | 1366 |
|
|
2025
Q1 | $21.5K | Buy |
1,066
+200
| +23% | +$4.04K | ﹤0.01% | 1406 |
|
|
2024
Q4 | $20.5K | Sell |
866
-1,750
| -67% | -$41.5K | ﹤0.01% | 1379 |
|
|
2024
Q3 | $63.8K | Buy |
2,616
+1,166
| +80% | +$28.4K | ﹤0.01% | 1147 |
|
|
2024
Q2 | $51K | Buy |
1,450
+350
| +32% | +$12.3K | ﹤0.01% | 1157 |
|
|
2024
Q1 | $47K | Buy |
+1,100
| New | +$47K | ﹤0.01% | 775 |
|