Rothschild Investment LLC’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2K | Sell |
700
-500
| -42% | -$19.4K | ﹤0.01% | 950 |
|
|
2025
Q1 | $24.3K | Sell |
1,200
-25
| -2% | -$505 | ﹤0.01% | 944 |
|
|
2024
Q4 | $29K | Sell |
1,225
-2,132
| -64% | -$50.6K | ﹤0.01% | 914 |
|
|
2024
Q3 | $81.9K | Sell |
3,357
-20
| -0.6% | -$488 | 0.01% | 694 |
|
|
2024
Q2 | $119K | Buy |
3,377
+3,337
| +8,343% | +$117K | 0.01% | 592 |
|
|
2024
Q1 | $1.8K | Buy |
+40
| New | +$1.8K | ﹤0.01% | 1224 |
|