Taylor Frigon 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
Q2 | $2.98M | Sell |
76,665
-5,359
| -7% | -$208K | 1.58% | 7 |
|
|
2025
Q1 | $1.66M | Sell |
82,024
-1,209
| -1% | -$24.4K | 0.99% | 60 |
|
|
2024
Q4 | $1.97M | Buy |
83,233
+13,104
| +19% | +$311K | 1% | 44 |
|
|
2024
Q3 | $1.7M | Buy |
70,129
+3,255
| +5% | +$78.9K | 0.85% | 58 |
|
|
2024
Q2 | $2.35M | Sell |
66,874
-88
| -0.1% | -$3.09K | 1.12% | 31 |
|
|
2024
Q1 | $3.01M | Buy |
66,962
+4,400
| +7% | +$198K | 1.44% | 29 |
|
|
2023
Q4 | $3.21M | Sell |
62,562
-1,014
| -2% | -$52K | 1.61% | 22 |
|
|
2023
Q3 | $2.13M | Buy |
63,576
+336
| +0.5% | +$11.2K | 1.18% | 32 |
|
|
2023
Q2 | $2.71M | Buy |
+63,240
| New | +$2.71M | 1.32% | 30 |
|