IFS Advisors’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.07K | Hold |
182
| – | – | 0.01% | 103 |
|
|
2025
Q1 | $3.68K | Buy |
182
+82
| +82% | +$1.66K | ﹤0.01% | 137 |
|
|
2024
Q4 | $2.37K | Hold |
100
| – | – | ﹤0.01% | 141 |
|
|
2024
Q3 | $2.44K | Hold |
100
| – | – | ﹤0.01% | 117 |
|
|
2024
Q2 | $3.52K | Hold |
100
| – | – | ﹤0.01% | 101 |
|
|
2024
Q1 | $4.5K | Hold |
100
| – | – | ﹤0.01% | 91 |
|
|
2023
Q4 | $5.13K | Buy |
+100
| New | +$5.13K | 0.01% | 85 |
|