Next Century Growth Investors’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-45,582
| Closed | -$1.08M | – | 142 |
|
|
2024
Q4 | $1.08M | Sell |
45,582
-107,343
| -70% | -$2.55M | 0.08% | 128 |
|
|
2024
Q3 | $3.73M | Buy |
152,925
+81,295
| +113% | +$1.98M | 0.3% | 92 |
|
|
2024
Q2 | $2.52M | Sell |
71,630
-182
| -0.3% | -$6.4K | 0.21% | 104 |
|
|
2024
Q1 | $3.23M | Buy |
71,812
+66,545
| +1,263% | +$2.99M | 0.28% | 93 |
|
|
2023
Q4 | $270K | Hold |
5,267
| – | – | 0.03% | 115 |
|
|
2023
Q3 | $176K | Sell |
5,267
-97,112
| -95% | -$3.25M | 0.02% | 108 |
|
|
2023
Q2 | $4.38M | Sell |
102,379
-114,684
| -53% | -$4.91M | 0.42% | 64 |
|
|
2023
Q1 | $4.96M | Buy |
+217,063
| New | +$4.96M | 0.55% | 52 |
|