Envestnet Asset Management’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,118
| Closed | -$447K | – | 4552 |
|
|
2025
Q1 | $447K | Buy |
22,118
+3,576
| +19% | +$72.3K | ﹤0.01% | 3696 |
|
|
2024
Q4 | $440K | Sell |
18,542
-958
| -5% | -$22.7K | ﹤0.01% | 3653 |
|
|
2024
Q3 | $476K | Sell |
19,500
-12,432
| -39% | -$303K | ﹤0.01% | 3561 |
|
|
2024
Q2 | $1.12M | Buy |
31,932
+16,364
| +105% | +$575K | ﹤0.01% | 2956 |
|
|
2024
Q1 | $701K | Buy |
15,568
+7,303
| +88% | +$329K | ﹤0.01% | 3245 |
|
|
2023
Q4 | $424K | Buy |
+8,265
| New | +$424K | ﹤0.01% | 3420 |
|