Vontobel Holding’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+5,800
| New | +$225K | ﹤0.01% | 1005 |
|
|
2024
Q2 | – | Sell |
-5,500
| Closed | -$248K | – | 1147 |
|
|
2024
Q1 | $248K | Buy |
5,500
+1,290
| +31% | +$58.1K | ﹤0.01% | 953 |
|
|
2023
Q4 | $216K | Sell |
4,210
-1,890
| -31% | -$97K | ﹤0.01% | 1004 |
|
|
2023
Q3 | $204K | Buy |
+6,100
| New | +$204K | ﹤0.01% | 983 |
|