NewEdge Advisors’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.6K | Buy |
|
|||||
|
2025
Q1 | $14.2K | Buy |
|
|||||
|
2024
Q4 | $12.7K | Buy |
|
|||||
|
2024
Q3 | $10K | Sell |
|
|||||
|
2024
Q2 | $15.3K | Sell |
|
|||||
|
2024
Q1 | $26.4K | Buy |
|
|||||
|
2023
Q4 | $2.57K | Hold |
|
|||||
|
2023
Q3 | $1.67K | Hold |
|
|||||
|
2023
Q2 | $2.14K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $0 | Buy |
|