UBS Group’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.1M | Sell |
904,223
-13,519
| -1% | -$525K | 0.01% | 1460 |
|
|
2025
Q1 | $18.5M | Sell |
917,742
-60,775
| -6% | -$1.23M | ﹤0.01% | 1847 |
|
|
2024
Q4 | $23.2M | Buy |
978,517
+833,955
| +577% | +$19.8M | ﹤0.01% | 1649 |
|
|
2024
Q3 | $3.53M | Buy |
144,562
+93,720
| +184% | +$2.29M | ﹤0.01% | 2569 |
|
|
2024
Q2 | $1.79M | Sell |
50,842
-57,814
| -53% | -$2.03M | ﹤0.01% | 2942 |
|
|
2024
Q1 | $4.89M | Buy |
108,656
+14,431
| +15% | +$649K | ﹤0.01% | 2212 |
|
|
2023
Q4 | $4.84M | Sell |
94,225
-16,726
| -15% | -$859K | ﹤0.01% | 2041 |
|
|
2023
Q3 | $3.71M | Buy |
110,951
+14,170
| +15% | +$474K | ﹤0.01% | 2078 |
|
|
2023
Q2 | $4.14M | Buy |
96,781
+65,742
| +212% | +$2.81M | ﹤0.01% | 2060 |
|
|
2023
Q1 | $709K | Sell |
31,039
-5,193
| -14% | -$119K | ﹤0.01% | 3450 |
|
|
2022
Q4 | $433K | Buy |
36,232
+16,754
| +86% | +$200K | ﹤0.01% | 3814 |
|
|
2022
Q3 | $224K | Buy |
+19,478
| New | +$224K | ﹤0.01% | 3975 |
|
|
2022
Q1 | – | Sell |
-1,214
| Closed | -$12K | – | 9597 |
|
|
2021
Q4 | $12K | Buy |
+1,214
| New | +$12K | ﹤0.01% | 7456 |
|
|
2021
Q3 | – | Sell |
-3,757
| Closed | -$37K | – | 8761 |
|
|
2021
Q2 | $37K | Buy |
3,757
+3,657
| +3,657% | +$36K | ﹤0.01% | 5649 |
|
|
2021
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 7754 |
|