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Hunter Associates Investment Management’s Symbotic SYM Stock Holding History

Hunter Associates Investment Management’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
Q4 		– Sell
-8,975
Closed -$485K – 263
2025
Q3 		$485K Sell
8,975
-250
-3% -$12.6K 0.07% 187
2025
Q2 		$361K Buy
+9,225
New +$242K 0.05% 197
2025
Q1 		– Sell
-67,413
Closed -$1.6M – 259
2024
Q4 		$1.6M Buy
67,413
+4,320
+7% +$123K 0.24% 96
2024
Q3 		$1.53M Buy
63,093
+14,487
+30% +$393K 0.24% 101
2024
Q2 		$1.7M Buy
48,606
+9,132
+23% +$369K 0.29% 84
2024
Q1 		$1.77M Buy
39,474
+16,300
+70% +$714K 0.3% 87
2023
Q4 		$1.19M Sell
23,174
-294
-1% -$12.9K 0.22% 106
2023
Q3 		$778K Buy
23,468
+5,392
+30% +$222K 0.16% 122
2023
Q2 		$774K Buy
+18,076
New +$594K 0.15% 124

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BlackRock
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