Private Trust Company’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85.5K Buy
2,200
+200
+10% +$7.77K 0.01% 1010
2025
Q1
$40.4K Hold
2,000
﹤0.01% 1278
2024
Q4
$47.4K Buy
+2,000
New +$47.4K ﹤0.01% 1188