Prestige Wealth Management Group’s Symbotic SYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1	Closed	-$24	–	1060
2024 Q4	$24	Hold	1	–	–	﹤0.01%	1040
2024 Q3	$25	Buy	+1	New	+$25	﹤0.01%	1027
2024 Q2	–	Sell	-4,425	Closed	-$199K	–	1027
2024 Q1	$199K	Buy	+4,425	New	+$199K	0.04%	153