Crewe 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 | $73.8K | Sell |
1,900
-8
| -0.4% | -$311 | 0.01% | 255 |
|
|
2025
Q1 | $38.6K | Hold |
1,908
| – | – | 0.01% | 295 |
|
|
2024
Q4 | $45.2K | Sell |
1,908
-5
| -0.3% | -$119 | 0.01% | 288 |
|
|
2024
Q3 | $46.7K | Sell |
1,913
-1,887
| -50% | -$46K | 0.01% | 306 |
|
|
2024
Q2 | $134K | Sell |
3,800
-400
| -10% | -$14.1K | 0.02% | 232 |
|
|
2024
Q1 | $189K | Buy |
4,200
+4,050
| +2,700% | +$182K | 0.02% | 175 |
|
|
2023
Q4 | $7.7K | Hold |
150
| – | – | ﹤0.01% | 225 |
|
|
2023
Q3 | $5.02K | Buy |
+150
| New | +$5.02K | ﹤0.01% | 286 |
|