Commonwealth Equity Services
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Commonwealth Equity Services’s Symbotic SYM Stock Holding History

Commonwealth Equity Services’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.19M Sell
2025
Q2 		$1.79M Sell
2025
Q1 		$1.02M Buy
2024
Q4 		$1.15M Buy
2024
Q3 		$1.17M Buy
2024
Q2 		$1.09M Buy
2024
Q1 		$923K Sell
2023
Q4 		$2.26M Buy
2023
Q3 		$544K Buy
2023
Q2 		$408K Buy