Wells Fargo’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.66M | Buy |
197,286
+52,299
| +36% | +$2.03M | ﹤0.01% | 1928 |
|
|
2025
Q1 | $2.93M | Buy |
144,987
+21,366
| +17% | +$432K | ﹤0.01% | 2532 |
|
|
2024
Q4 | $2.93M | Sell |
123,621
-13,620
| -10% | -$323K | ﹤0.01% | 2538 |
|
|
2024
Q3 | $3.35M | Sell |
137,241
-155,870
| -53% | -$3.8M | ﹤0.01% | 2413 |
|
|
2024
Q2 | $10.3M | Buy |
293,111
+33,797
| +13% | +$1.19M | ﹤0.01% | 1570 |
|
|
2024
Q1 | $11.7M | Buy |
259,314
+87,729
| +51% | +$3.95M | ﹤0.01% | 1480 |
|
|
2023
Q4 | $8.81M | Buy |
171,585
+108,126
| +170% | +$5.55M | ﹤0.01% | 1632 |
|
|
2023
Q3 | $2.12M | Buy |
63,459
+32,857
| +107% | +$1.1M | ﹤0.01% | 2581 |
|
|
2023
Q2 | $1.31M | Buy |
30,602
+10,825
| +55% | +$463K | ﹤0.01% | 3079 |
|
|
2023
Q1 | $452K | Buy |
19,777
+859
| +5% | +$19.6K | ﹤0.01% | 3672 |
|
|
2022
Q4 | $226K | Sell |
18,918
-3,497
| -16% | -$41.8K | ﹤0.01% | 3849 |
|
|
2022
Q3 | $258K | Buy |
+22,415
| New | +$258K | ﹤0.01% | 3835 |
|