Zevenbergen Capital Investments’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Sell |
141,746
-421,122
| -75% | -$16.4M | 0.11% | 66 |
|
|
2025
Q1 | $11.4M | Sell |
562,868
-170,568
| -23% | -$3.45M | 0.28% | 50 |
|
|
2024
Q4 | $17.4M | Sell |
733,436
-54,656
| -7% | -$1.3M | 0.35% | 44 |
|
|
2024
Q3 | $19.2M | Buy |
788,092
+134,483
| +21% | +$3.28M | 0.4% | 43 |
|
|
2024
Q2 | $23M | Buy |
653,609
+292,442
| +81% | +$10.3M | 0.49% | 42 |
|
|
2024
Q1 | $16.3M | Buy |
361,167
+342,417
| +1,826% | +$15.4M | 0.35% | 49 |
|
|
2023
Q4 | $962K | Buy |
+18,750
| New | +$962K | 0.02% | 87 |
|