Marshall Wace’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,261
| Closed | -$349K | – | 2994 |
|
|
2025
Q1 | $349K | Buy |
+17,261
| New | +$349K | ﹤0.01% | 2089 |
|
|
2024
Q3 | – | Sell |
-119,651
| Closed | -$4.21M | – | 2740 |
|
|
2024
Q2 | $4.21M | Buy |
+119,651
| New | +$4.21M | 0.01% | 968 |
|
|
2022
Q2 | – | Sell |
-618,363
| Closed | -$6.13M | – | 3148 |
|
|
2022
Q1 | $6.13M | Hold |
618,363
| – | – | 0.01% | 1119 |
|
|
2021
Q4 | $6.18M | Hold |
618,363
| – | – | 0.01% | 1090 |
|
|
2021
Q3 | $6.08M | Buy |
618,363
+568,363
| +1,137% | +$5.59M | 0.03% | 738 |
|
|
2021
Q2 | $497K | Hold |
50,000
| – | – | ﹤0.01% | 1670 |
|
|
2021
Q1 | $505K | Buy |
+50,000
| New | +$505K | ﹤0.01% | 1640 |
|