Global Retirement 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 | $279K | Buy |
+7,194
| New | +$279K | 0.01% | 940 |
|
|
2024
Q4 | $25.6K | Hold |
1,081
| – | – | ﹤0.01% | 1956 |
|
|
2024
Q3 | $26.4K | Hold |
1,081
| – | – | ﹤0.01% | 1862 |
|
|
2024
Q2 | $38K | Buy |
1,081
+25
| +2% | +$879 | ﹤0.01% | 1686 |
|
|
2024
Q1 | $47.5K | Buy |
1,056
+660
| +167% | +$29.7K | ﹤0.01% | 1440 |
|
|
2023
Q4 | $16.3K | Buy |
+396
| New | +$16.3K | ﹤0.01% | 1862 |
|