West Branch Capital’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,000
Closed -$42.8K 452
2023
Q2
$42.8K Hold
1,000
0.02% 172
2023
Q1
$22.8K Buy
+1,000
New +$22.8K 0.01% 218