Crewe Advisors’s Symbotic SYM Stock Holding History

Crewe Advisors’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 Q2	$73.8K	Sell
2025 Q1	$38.6K	Hold
2024 Q4	$45.2K	Sell
2024 Q3	$46.7K	Sell
2024 Q2	$134K	Sell
2024 Q1	$189K	Buy
2023 Q4	$7.7K	Hold
2023 Q3	$5.01K	Buy