Navis Wealth Advisors’s Symbotic SYM Stock Holding History

Navis Wealth Advisors’s Portfolio SYM Stock Details SYM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$206K	Buy
2023 Q3	–	Sell
2023 Q2	$39.1M	Hold
2023 Q1	$20.9M	Buy
2022 Q4	$9.01M	Hold
2022 Q3	$8.68M	Buy
2022 Q2	$8.07M	Buy