Spire Wealth Management’s Symbotic SYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$754K	Buy	19,404 +5,808	+43%	+$226K	0.03%	420
2025 Q1	$275K	Buy	13,596 +1,012	+8%	+$20.5K	0.01%	738
2024 Q4	$298K	Buy	+12,584	New	+$298K	0.01%	710