EWA
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EverSource Wealth Advisors’s Symbotic SYM Stock Holding History

EverSource Wealth Advisors’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 		$1.51M Buy
38,866
+38,671
+19,831% +$1.5M 0.07% 203
2025
Q1 		$3.94K Buy
195
+162
+491% +$3.27K ﹤0.01% 2611
2024
Q4 		$783 Buy
+33
New +$783 ﹤0.01% 3049