Vista Investment Partners’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
7,956
-2,787
| -26% | -$108K | 0.09% | 128 |
|
|
2025
Q1 | $217K | Sell |
10,743
-556
| -5% | -$11.2K | 0.07% | 147 |
|
|
2024
Q4 | $268K | Sell |
11,299
-8,544
| -43% | -$203K | 0.08% | 138 |
|
|
2024
Q3 | $484K | Sell |
19,843
-8,056
| -29% | -$196K | 0.15% | 103 |
|
|
2024
Q2 | $981K | Buy |
27,899
+7,403
| +36% | +$260K | 0.33% | 77 |
|
|
2024
Q1 | $922K | Buy |
20,496
+2,046
| +11% | +$92.1K | 0.31% | 80 |
|
|
2023
Q4 | $947K | Buy |
+18,450
| New | +$947K | 0.35% | 71 |
|