Morgan Stanley’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.1M | Sell |
1,495,655
-21,681
| -1% | -$842K | ﹤0.01% | 1789 |
|
|
2025
Q1 | $30.7M | Buy |
1,517,336
+650,129
| +75% | +$13.1M | ﹤0.01% | 2271 |
|
|
2024
Q4 | $20.6M | Buy |
867,207
+162,880
| +23% | +$3.86M | ﹤0.01% | 2726 |
|
|
2024
Q3 | $17.2M | Buy |
704,327
+252,475
| +56% | +$6.16M | ﹤0.01% | 2940 |
|
|
2024
Q2 | $15.9M | Buy |
451,852
+171,628
| +61% | +$6.03M | ﹤0.01% | 2915 |
|
|
2024
Q1 | $12.6M | Sell |
280,224
-331,800
| -54% | -$14.9M | ﹤0.01% | 3150 |
|
|
2023
Q4 | $31.4M | Buy |
612,024
+404,714
| +195% | +$20.8M | ﹤0.01% | 2923 |
|
|
2023
Q3 | $6.93M | Buy |
207,310
+171,157
| +473% | +$5.72M | ﹤0.01% | 3459 |
|
|
2023
Q2 | $1.55M | Buy |
36,153
+18,143
| +101% | +$777K | ﹤0.01% | 4586 |
|
|
2023
Q1 | $411K | Buy |
18,010
+13,613
| +310% | +$311K | ﹤0.01% | 5362 |
|
|
2022
Q4 | $52.5K | Sell |
4,397
-96,736
| -96% | -$1.16M | ﹤0.01% | 6270 |
|
|
2022
Q3 | $1.16M | Buy |
101,133
+100,032
| +9,086% | +$1.15M | ﹤0.01% | 4800 |
|
|
2022
Q2 | $12K | Buy |
1,101
+101
| +10% | +$1.1K | ﹤0.01% | 7164 |
|
|
2022
Q1 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 7407 |
|
|
2021
Q4 | $10K | Buy |
+1,000
| New | +$10K | ﹤0.01% | 7472 |
|