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Concord Wealth Partners’s Symbotic SYM Stock Holding History

Concord Wealth Partners’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$34.6K Hold
889
– – 0.01% 389
2025
Q1 		$18K Buy
889
+104
+13% +$2.1K ﹤0.01% 443
2024
Q4 		$18.6K Buy
+785
New +$18.6K ﹤0.01% 469