Retirement Planning Company of New England’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
31,941
-118
| -0.4% | -$4.58K | 0.55% | 51 |
|
|
2025
Q1 | $648K | Buy |
32,059
+4,731
| +17% | +$95.6K | 0.32% | 96 |
|
|
2024
Q4 | $648K | Sell |
27,328
-1,363
| -5% | -$32.3K | 0.31% | 97 |
|
|
2024
Q3 | $700K | Buy |
28,691
+9,140
| +47% | +$223K | 0.35% | 87 |
|
|
2024
Q2 | $687K | Buy |
19,551
+2,786
| +17% | +$98K | 0.37% | 78 |
|
|
2024
Q1 | $754K | Buy |
+16,765
| New | +$754K | 0.41% | 75 |
|