A detailed history of Bogart Wealth, LLC transactions in Symbotic Inc. stock. As of the latest transaction made, Bogart Wealth, LLC holds 76 shares of SYM stock, worth $4,421. This represents 0.0% of its overall portfolio holdings.

Number of Shares
76
Previous 68 11.76%
Holding current value
$4,421
Previous $2,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$39.68 - $63.21 $317 - $505
8 Added 11.76%
76 $4,000
Q2 2025

Jul 29, 2025

BUY
$17.5 - $38.85 $1,190 - $2,641
68 New
68 $2,000
Q1 2024

Apr 25, 2024

BUY
$37.91 - $50.45 $18,955 - $25,225
500 New
500 $22,000

Others Institutions Holding SYM

About Symbotic Inc.


  • Ticker SYM
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Shell Companies
  • Shares Outstandng 55,318,800
  • Market Cap $3.22B
  • 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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