Householder Group Estate & Retirement Specialist’s Symbotic SYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$23K	Hold	1,004	–	–	0.02%	276
2024 Q3	$24K	Buy	+1,004	New	+$24K	0.01%	651
2023 Q4	–	Sell	-1,953	Closed	-$65.3K	–	1322
2023 Q3	$65.3K	Buy	+1,953	New	+$65.3K	0.02%	395
2023 Q1	$87K	Buy	+3,806	New	+$87K	0.03%	338