Global Retirement Partners’s Symbotic SYM Stock Holding History

Global Retirement Partners’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 Q3	$256K	Sell
2025 Q2	$279K	Buy
2024 Q4	$25.6K	Hold
2024 Q3	$26.4K	Hold
2024 Q2	$38K	Buy
2024 Q1	$47.5K	Buy
2023 Q4	$16.3K	Buy