Stephens Consulting’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$972 Hold
25
﹤0.01% 683
2025
Q1
$506 Hold
25
﹤0.01% 915
2024
Q4
$593 Hold
25
﹤0.01% 497
2024
Q3
$610 Buy
+25
New +$610 ﹤0.01% 488