Tanaka Capital Management’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.08M | Sell |
53,376
-19,312
| -27% | -$390K | 2.57% | 11 |
|
|
2024
Q4 | $1.72M | Buy |
72,688
+29,596
| +69% | +$702K | 3.94% | 8 |
|
|
2024
Q3 | $1.05M | Buy |
43,092
+1,555
| +4% | +$37.9K | 2.43% | 12 |
|
|
2024
Q2 | $1.46M | Hold |
41,537
| – | – | 3.46% | 10 |
|
|
2024
Q1 | $1.87M | Hold |
41,537
| – | – | 4.6% | 9 |
|
|
2023
Q4 | $2.13M | Sell |
41,537
-15,293
| -27% | -$785K | 5.21% | 5 |
|
|
2023
Q3 | $1.9M | Hold |
56,830
| – | – | 5.43% | 6 |
|
|
2023
Q2 | $2.43M | Sell |
56,830
-13,170
| -19% | -$564K | 6.58% | 4 |
|
|
2023
Q1 | $1.6M | Hold |
70,000
| – | – | 4.64% | 9 |
|
|
2022
Q4 | $836K | Hold |
70,000
| – | – | 2.65% | 11 |
|
|
2022
Q3 | $805K | Buy |
+70,000
| New | +$805K | 2.4% | 12 |
|