NewEdge Advisors’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.6K | Buy |
1,276
+573
| +82% | +$22.3K | ﹤0.01% | 2665 |
|
|
2025
Q1 | $14.2K | Buy |
703
+169
| +32% | +$3.42K | ﹤0.01% | 2973 |
|
|
2024
Q4 | $12.7K | Buy |
534
+122
| +30% | +$2.89K | ﹤0.01% | 2961 |
|
|
2024
Q3 | $10K | Sell |
412
-24
| -6% | -$585 | ﹤0.01% | 2937 |
|
|
2024
Q2 | $15.3K | Sell |
436
-150
| -26% | -$5.27K | ﹤0.01% | 2706 |
|
|
2024
Q1 | $26.4K | Buy |
586
+536
| +1,072% | +$24.1K | ﹤0.01% | 2526 |
|
|
2023
Q4 | $2.57K | Hold |
50
| – | – | ﹤0.01% | 3296 |
|
|
2023
Q3 | $1.67K | Hold |
50
| – | – | ﹤0.01% | 3089 |
|
|
2023
Q2 | $2.14K | Buy |
+50
| New | +$2.14K | ﹤0.01% | 3072 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | – | – | 4088 |
|
|
2022
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 4205 |
|