Osaic Holdings’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 | $351K | Sell |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $494K | Buy |
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|
2024
Q3 | $308K | Sell |
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|
2024
Q2 | $481K | Sell |
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|
2024
Q1 | $667K | Buy |
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|
2023
Q4 | $672K | Sell |
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|
2023
Q3 | $603K | Sell |
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|
2023
Q2 | $2M | Buy |
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|
2023
Q1 | $98.7K | Buy |
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|
2022
Q4 | $52K | Buy |
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|
2022
Q3 | $37K | Buy |
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|
2022
Q2 | $20K | Sell |
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|
2022
Q1 | $36K | Buy |
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|
2021
Q4 | $26K | Buy |
|