Pinnacle Associates’s Symbotic SYM Stock Holding History

Pinnacle Associates’s Portfolio SYM Stock Details SYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$671K	Hold
2025 Q1	$349K	Buy
2024 Q4	–	Sell
2024 Q3	$525K	Sell
2024 Q2	$567K	Hold
2024 Q1	$725K	Buy
2023 Q4	$525K	Hold
2023 Q3	$342K	Buy