A detailed history of Advisor Group Holdings, Inc. transactions in Symbotic Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 12,620 shares of SYM stock, worth $302,753. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,620
Previous 13,685 7.78%
Holding current value
$302,753
Previous $481,000 36.17%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$17.86 - $41.44 $19,020 - $44,133
-1,065 Reduced 7.78%
12,620 $307,000
Q2 2024

Aug 13, 2024

SELL
$31.77 - $48.36 $36,154 - $55,033
-1,138 Reduced 7.68%
13,685 $481,000
Q1 2024

May 10, 2024

BUY
$37.91 - $50.45 $65,735 - $87,480
1,734 Added 13.25%
14,823 $667,000
Q4 2023

Feb 12, 2024

SELL
$31.19 - $58.19 $154,265 - $287,807
-4,946 Reduced 27.42%
13,089 $671,000
Q3 2023

Nov 13, 2023

SELL
$30.27 - $63.54 $868,083 - $1.82 Million
-28,678 Reduced 61.39%
18,035 $602,000
Q2 2023

Aug 10, 2023

BUY
$23.18 - $51.22 $982,669 - $2.17 Million
42,393 Added 981.32%
46,713 $2 Million
Q1 2023

May 12, 2023

BUY
$12.04 - $22.97 $252 - $482
21 Added 0.49%
4,320 $98,000
Q4 2022

Feb 10, 2023

BUY
$8.81 - $13.9 $8,827 - $13,927
1,002 Added 30.39%
4,299 $51,000
Q3 2022

Nov 14, 2022

BUY
$10.15 - $19.87 $15,225 - $29,805
1,500 Added 83.47%
3,297 $37,000
Q2 2022

Aug 10, 2022

BUY
$9.1 - $20.07 $16,352 - $36,065
1,797 New
1,797 $20,000

Others Institutions Holding SYM

About Symbotic Inc.


  • Ticker SYM
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Shell Companies
  • Shares Outstandng 55,318,800
  • Market Cap $1.33B
  • Description
  • Symbotic Inc., an automation technology company, provides robotics and technology to improve efficiency for retailers and wholesalers in the United States. It offers The Symbotic System, a full-service warehouse automation system that reduces costs, improves efficiency, and maximizes inventory. The company is based in Wilmington, Massachusetts.
More about SYM
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