Hunter Associates Investment Management’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
+9,225
| New | +$361K | 0.05% | 197 |
|
|
2025
Q1 | – | Sell |
-67,413
| Closed | -$1.6M | – | 259 |
|
|
2024
Q4 | $1.6M | Buy |
67,413
+4,320
| +7% | +$102K | 0.24% | 96 |
|
|
2024
Q3 | $1.53M | Buy |
63,093
+14,487
| +30% | +$351K | 0.24% | 101 |
|
|
2024
Q2 | $1.7M | Buy |
48,606
+9,132
| +23% | +$320K | 0.29% | 84 |
|
|
2024
Q1 | $1.77M | Buy |
39,474
+16,300
| +70% | +$730K | 0.3% | 87 |
|
|
2023
Q4 | $1.19M | Sell |
23,174
-294
| -1% | -$15.1K | 0.22% | 106 |
|
|
2023
Q3 | $778K | Buy |
23,468
+5,392
| +30% | +$179K | 0.16% | 122 |
|
|
2023
Q2 | $774K | Buy |
+18,076
| New | +$774K | 0.15% | 124 |
|