Register Financial Advisors’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.16M | Sell |
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|
2025
Q2 | $3.91M | Sell |
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|
2025
Q1 | $2.42M | Buy |
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|
2024
Q4 | $2.59M | Sell |
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|
2024
Q3 | $3.07M | Buy |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $504K | Buy |
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|
2023
Q4 | $257K | Sell |
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|
2023
Q3 | $180K | Buy |
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|
2023
Q2 | $128K | Sell |
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|
2023
Q1 | $600K | Sell |
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|
2022
Q4 | $454K | Buy |
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