Oppenheimer & Co’s Symbotic SYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,131	Closed	-$320K	–	1643
2024 Q3	$320K	Buy	13,131 +5,694	+77%	+$139K	﹤0.01%	1199
2024 Q2	$261K	Sell	7,437 -707	-9%	-$24.9K	﹤0.01%	1245
2024 Q1	$366K	Buy	+8,144	New	+$366K	0.01%	1102