JFS Wealth Advisors’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$378 Buy
2024
Q3
Sell
2024
Q2
$36 Hold
2024
Q1
$45 Hold
2023
Q4
$52 Buy