Zurich Cantonal Bank’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Buy |
14,123
+5,282
| +60% | +$205K | ﹤0.01% | 1601 |
|
|
2025
Q1 | $179K | Buy |
8,841
+397
| +5% | +$8.02K | ﹤0.01% | 2153 |
|
|
2024
Q4 | $200K | Buy |
8,444
+2,135
| +34% | +$50.6K | ﹤0.01% | 2151 |
|
|
2024
Q3 | $154K | Hold |
6,309
| – | – | ﹤0.01% | 2249 |
|
|
2024
Q2 | $222K | Buy |
6,309
+1,130
| +22% | +$39.7K | ﹤0.01% | 1982 |
|
|
2024
Q1 | $233K | Buy |
5,179
+304
| +6% | +$13.7K | ﹤0.01% | 1977 |
|
|
2023
Q4 | $250K | Buy |
4,875
+400
| +9% | +$20.5K | ﹤0.01% | 1955 |
|
|
2023
Q3 | $150K | Hold |
4,475
| – | – | ﹤0.01% | 2147 |
|
|
2023
Q2 | $192K | Buy |
+4,475
| New | +$192K | ﹤0.01% | 1950 |
|