Pinnacle Associates’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Hold |
17,265
| – | – | 0.01% | 571 |
|
|
2025
Q1 | $349K | Buy |
+17,265
| New | +$349K | 0.01% | 683 |
|
|
2024
Q4 | – | Sell |
-10,225
| Closed | -$525K | – | 888 |
|
|
2024
Q3 | $525K | Sell |
10,225
-5,890
| -37% | -$302K | 0.01% | 556 |
|
|
2024
Q2 | $567K | Hold |
16,115
| – | – | 0.01% | 560 |
|
|
2024
Q1 | $725K | Buy |
16,115
+5,890
| +58% | +$265K | 0.01% | 534 |
|
|
2023
Q4 | $525K | Hold |
10,225
| – | – | 0.01% | 565 |
|
|
2023
Q3 | $342K | Buy |
+10,225
| New | +$342K | 0.01% | 638 |
|