Intergy Private Wealth’s Symbotic SYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$509K	Hold	13,094	–	–	0.17%	62
2025 Q1	$265K	Hold	13,094	–	–	0.1%	82
2024 Q4	$310K	Buy	+13,094	New	+$310K	0.12%	73