Marathon Capital Management’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Sell |
106,170
-2,165
| -2% | -$84.1K | 1.05% | 31 |
|
|
2025
Q1 | $2.19M | Buy |
108,335
+58,755
| +119% | +$1.19M | 0.58% | 46 |
|
|
2024
Q4 | $1.18M | Buy |
49,580
+9,850
| +25% | +$234K | 0.29% | 59 |
|
|
2024
Q3 | $969K | Sell |
39,730
-2,325
| -6% | -$56.7K | 0.23% | 69 |
|
|
2024
Q2 | $1.48M | Buy |
42,055
+3,115
| +8% | +$110K | 0.38% | 53 |
|
|
2024
Q1 | $1.75M | Buy |
+38,940
| New | +$1.75M | 0.42% | 53 |
|