UBS AM’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.22M Buy
134,446
+49,547
+58% +$1.92M ﹤0.01% 1686
2025
Q1
$1.72M Buy
84,899
+11,098
+15% +$224K ﹤0.01% 2064
2024
Q4
$1.75M Buy
73,801
+15,394
+26% +$365K ﹤0.01% 2120
2024
Q3
$1.42M Sell
58,407
-15,708
-21% -$383K ﹤0.01% 2215
2024
Q2
$2.61M Buy
74,115
+61,715
+498% +$2.17M ﹤0.01% 1853
2024
Q1
$558K Hold
12,400
﹤0.01% 2252
2023
Q4
$636K Buy
12,400
+4,800
+63% +$246K ﹤0.01% 2238
2023
Q3
$254K Buy
+7,600
New +$254K ﹤0.01% 2466