Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Symbotic SYM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$512K Sell
2025
Q1 		$268K Buy
2024
Q4 		$283K Sell
2024
Q3 		$311K Sell
2024
Q2 		$556K Sell
2024
Q1 		$789K Sell
2023
Q4 		$1.01M Buy
2023
Q3 		$469K Buy