Wealth Enhancement Advisory Services’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Sell |
10,691
-2,594
| -20% | -$124K | ﹤0.01% | 2194 |
|
|
2025
Q1 | $268K | Buy |
13,285
+1,357
| +11% | +$27.4K | ﹤0.01% | 2513 |
|
|
2024
Q4 | $283K | Sell |
11,928
-831
| -7% | -$19.7K | ﹤0.01% | 2404 |
|
|
2024
Q3 | $311K | Sell |
12,759
-3,049
| -19% | -$74.4K | ﹤0.01% | 2133 |
|
|
2024
Q2 | $556K | Sell |
15,808
-1,733
| -10% | -$60.9K | ﹤0.01% | 1588 |
|
|
2024
Q1 | $789K | Sell |
17,541
-2,145
| -11% | -$96.5K | ﹤0.01% | 1343 |
|
|
2023
Q4 | $1.01M | Buy |
19,686
+5,664
| +40% | +$291K | ﹤0.01% | 1170 |
|
|
2023
Q3 | $469K | Buy |
+14,022
| New | +$469K | ﹤0.01% | 1462 |
|