Western Wealth Management’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,450
| Closed | -$231K | – | 745 |
|
|
2025
Q1 | $231K | Sell |
11,450
-900
| -7% | -$18.2K | 0.02% | 604 |
|
|
2024
Q4 | $293K | Sell |
12,350
-3,200
| -21% | -$75.9K | 0.02% | 530 |
|
|
2024
Q3 | $379K | Sell |
15,550
-300
| -2% | -$7.32K | 0.02% | 526 |
|
|
2024
Q2 | $557K | Sell |
15,850
-1,300
| -8% | -$45.7K | 0.04% | 343 |
|
|
2024
Q1 | $772K | Buy |
+17,150
| New | +$772K | 0.06% | 269 |
|