Fidelity Investments’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Sell |
75,585
-595,564
| -89% | -$23.1M | ﹤0.01% | 2354 |
|
|
2025
Q1 | $13.6M | Sell |
671,149
-297,007
| -31% | -$6M | ﹤0.01% | 1810 |
|
|
2024
Q4 | $23M | Sell |
968,156
-97,073
| -9% | -$2.3M | ﹤0.01% | 1677 |
|
|
2024
Q3 | $26M | Sell |
1,065,229
-8,479
| -0.8% | -$207K | ﹤0.01% | 1624 |
|
|
2024
Q2 | $37.8M | Buy |
1,073,708
+220,110
| +26% | +$7.74M | ﹤0.01% | 1420 |
|
|
2024
Q1 | $38.4M | Buy |
853,598
+242,948
| +40% | +$10.9M | ﹤0.01% | 1412 |
|
|
2023
Q4 | $31.3M | Buy |
610,650
+24,488
| +4% | +$1.26M | ﹤0.01% | 1467 |
|
|
2023
Q3 | $19.6M | Sell |
586,162
-7,136
| -1% | -$239K | ﹤0.01% | 1590 |
|
|
2023
Q2 | $25.4M | Buy |
593,298
+209,705
| +55% | +$8.98M | ﹤0.01% | 1545 |
|
|
2023
Q1 | $8.76M | Buy |
383,593
+338,975
| +760% | +$7.74M | ﹤0.01% | 1925 |
|
|
2022
Q4 | $533K | Buy |
+44,618
| New | +$533K | ﹤0.01% | 2699 |
|