Legacy Capital Wealth Partners’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
53,174
+4,060
| +8% | +$158K | 0.47% | 35 |
|
|
2025
Q1 | $993K | Hold |
49,114
| – | – | 0.24% | 80 |
|
|
2024
Q4 | $1.16M | Hold |
49,114
| – | – | 0.29% | 71 |
|
|
2024
Q3 | $1.2M | Hold |
49,114
| – | – | 0.24% | 83 |
|
|
2024
Q2 | $1.73M | Buy |
+49,114
| New | +$1.73M | 0.44% | 39 |
|
|
2024
Q1 | – | Sell |
-38,000
| Closed | -$1.95M | – | 317 |
|
|
2023
Q4 | $1.95M | Hold |
38,000
| – | – | 0.55% | 36 |
|
|
2023
Q3 | $1.27M | Buy |
+38,000
| New | +$1.27M | 0.35% | 57 |
|