JPMorgan Chase & Co’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Sell |
24,584
-428
| -2% | -$16.6K | ﹤0.01% | 3758 |
|
|
2025
Q1 | $505K | Buy |
25,012
+7,663
| +44% | +$155K | ﹤0.01% | 4010 |
|
|
2024
Q4 | $411K | Buy |
17,349
+375
| +2% | +$8.89K | ﹤0.01% | 4236 |
|
|
2024
Q3 | $414K | Buy |
16,974
+1,096
| +7% | +$26.7K | ﹤0.01% | 4127 |
|
|
2024
Q2 | $558K | Buy |
15,878
+5,146
| +48% | +$181K | ﹤0.01% | 3811 |
|
|
2024
Q1 | $483K | Sell |
10,732
-5,113
| -32% | -$230K | ﹤0.01% | 3973 |
|
|
2023
Q4 | $813K | Buy |
15,845
+6,479
| +69% | +$333K | ﹤0.01% | 3653 |
|
|
2023
Q3 | $313K | Sell |
9,366
-441
| -4% | -$14.7K | ﹤0.01% | 3969 |
|
|
2023
Q2 | $420K | Buy |
9,807
+8,295
| +549% | +$355K | ﹤0.01% | 3854 |
|
|
2023
Q1 | $35K | Buy |
1,512
+1,412
| +1,412% | +$32.7K | ﹤0.01% | 5008 |
|
|
2022
Q4 | $1K | Sell |
100
-1,400
| -93% | -$14K | ﹤0.01% | 5488 |
|
|
2022
Q3 | $17K | Sell |
1,500
-47,185
| -97% | -$535K | ﹤0.01% | 4967 |
|
|
2022
Q2 | $534K | Hold |
48,685
| – | – | ﹤0.01% | 3831 |
|
|
2022
Q1 | $482K | Hold |
48,685
| – | – | ﹤0.01% | 4023 |
|
|
2021
Q4 | $487K | Buy |
+48,685
| New | +$487K | ﹤0.01% | 4085 |
|