Willis Johnson & Associates’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
+7,200
| New | +$280K | 0.02% | 137 |
|
|
2024
Q2 | – | Sell |
-5,200
| Closed | -$234K | – | 169 |
|
|
2024
Q1 | $234K | Buy |
5,200
+200
| +4% | +$9K | 0.02% | 133 |
|
|
2023
Q4 | $257K | Buy |
+5,000
| New | +$257K | 0.02% | 113 |
|
|
2023
Q3 | – | Sell |
-5,000
| Closed | -$214K | – | 140 |
|
|
2023
Q2 | $214K | Buy |
+5,000
| New | +$214K | 0.02% | 120 |
|