Pathstone Holdings’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,350
| Closed | -$290K | – | 2299 |
|
|
2025
Q1 | $290K | Buy |
14,350
+1,328
| +10% | +$26.8K | ﹤0.01% | 1938 |
|
|
2024
Q4 | $309K | Buy |
13,022
+4,011
| +45% | +$95.1K | ﹤0.01% | 1954 |
|
|
2024
Q3 | $220K | Buy |
9,011
+2,482
| +38% | +$60.5K | ﹤0.01% | 2116 |
|
|
2024
Q2 | $230K | Buy |
6,529
+508
| +8% | +$17.9K | ﹤0.01% | 2077 |
|
|
2024
Q1 | $271K | Buy |
6,021
+13
| +0.2% | +$585 | ﹤0.01% | 1993 |
|
|
2023
Q4 | $308K | Buy |
+6,008
| New | +$308K | ﹤0.01% | 1801 |
|