Plante Moran Financial Advisors’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$660 Hold
17
﹤0.01% 713
2025
Q1
$344 Hold
17
﹤0.01% 761
2024
Q4
$403 Buy
+17
New +$403 ﹤0.01% 871