SEI Investments’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.52M Buy
90,501
+15,218
+20% +$591K ﹤0.01% 1413
2025
Q1
$1.52M Buy
75,283
+16,948
+29% +$343K ﹤0.01% 1733
2024
Q4
$1.38M Buy
+58,335
New +$1.38M ﹤0.01% 1808