Kovitz Investment Group Partners’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,686
Closed -$446K 1097
2024
Q2
$446K Buy
+12,686
New +$446K ﹤0.01% 665