William Blair & Company’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Sell |
131,319
-4,479
| -3% | -$174K | 0.01% | 489 |
|
|
2025
Q1 | $2.74M | Buy |
135,798
+74,707
| +122% | +$1.51M | 0.01% | 640 |
|
|
2024
Q4 | $1.45M | Sell |
61,091
-1,375
| -2% | -$32.6K | ﹤0.01% | 795 |
|
|
2024
Q3 | $1.52M | Buy |
62,466
+6,436
| +11% | +$157K | ﹤0.01% | 784 |
|
|
2024
Q2 | $1.97M | Buy |
56,030
+22,665
| +68% | +$797K | 0.01% | 695 |
|
|
2024
Q1 | $1.5M | Buy |
33,365
+26,925
| +418% | +$1.21M | ﹤0.01% | 755 |
|
|
2023
Q4 | $331K | Buy |
+6,440
| New | +$331K | ﹤0.01% | 1212 |
|
|
2023
Q3 | – | Sell |
-28,030
| Closed | -$1.2M | – | 1847 |
|
|
2023
Q2 | $1.2M | Sell |
28,030
-290
| -1% | -$12.4K | ﹤0.01% | 789 |
|
|
2023
Q1 | $647K | Buy |
+28,320
| New | +$647K | ﹤0.01% | 957 |
|