Gen-Wealth Partners’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19K | Hold |
82
| – | – | ﹤0.01% | 543 |
|
|
2025
Q1 | $1.66K | Hold |
82
| – | – | ﹤0.01% | 549 |
|
|
2024
Q4 | $1.94K | Buy |
82
+60
| +273% | +$1.42K | ﹤0.01% | 582 |
|
|
2024
Q3 | $659 | Hold |
22
| – | – | ﹤0.01% | 628 |
|
|
2024
Q2 | $774 | Hold |
22
| – | – | ﹤0.01% | 605 |
|
|
2024
Q1 | $990 | Buy |
+22
| New | +$990 | ﹤0.01% | 585 |
|