Ulland Investment Advisors’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86K | Buy |
2,225
+700
| +46% | +$27.1K | 0.07% | 92 |
|
|
2025
Q1 | $31K | Buy |
+1,525
| New | +$31K | 0.03% | 134 |
|
|
2024
Q2 | – | Sell |
-190
| Closed | -$9K | – | 242 |
|
|
2024
Q1 | $9K | Hold |
190
| – | – | 0.01% | 182 |
|
|
2023
Q4 | $10K | Sell |
190
-400
| -68% | -$21.1K | 0.01% | 164 |
|
|
2023
Q3 | $20K | Buy |
590
+400
| +211% | +$13.6K | 0.02% | 141 |
|
|
2023
Q2 | $8K | Buy |
+190
| New | +$8K | 0.01% | 175 |
|