Invesco’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
304,207
+75,828
| +33% | +$2.95M | ﹤0.01% | 1677 |
|
|
2025
Q1 | $4.62M | Sell |
228,379
-499,511
| -69% | -$10.1M | ﹤0.01% | 2195 |
|
|
2024
Q4 | $17.3M | Buy |
727,890
+149,918
| +26% | +$3.55M | ﹤0.01% | 1562 |
|
|
2024
Q3 | $14.1M | Sell |
577,972
-412,606
| -42% | -$10.1M | ﹤0.01% | 1655 |
|
|
2024
Q2 | $34.8M | Sell |
990,578
-57,395
| -5% | -$2.02M | 0.01% | 1164 |
|
|
2024
Q1 | $47.2M | Buy |
1,047,973
+719,877
| +219% | +$32.4M | 0.01% | 1058 |
|
|
2023
Q4 | $16.8M | Buy |
+328,096
| New | +$16.8M | ﹤0.01% | 1503 |
|
|
2023
Q3 | – | Sell |
-106,067
| Closed | -$4.54M | – | 3892 |
|
|
2023
Q2 | $4.54M | Sell |
106,067
-3,800
| -3% | -$163K | ﹤0.01% | 2291 |
|
|
2023
Q1 | $2.51M | Buy |
+109,867
| New | +$2.51M | ﹤0.01% | 2546 |
|