A detailed history of Calton & Associates, Inc. transactions in Symbotic Inc. stock. As of the latest transaction made, Calton & Associates, Inc. holds 5,699 shares of SYM stock, worth $331,567. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,699
Previous 8,499 32.95%
Holding current value
$331,567
Previous $330,000 6.97%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 07, 2025

SELL
$39.68 - $63.21 $111,104 - $176,988
-2,800 Reduced 32.95%
5,699 $307,000
Q2 2025

Aug 12, 2025

BUY
$17.5 - $38.85 $148,732 - $330,186
8,499 New
8,499 $330,000

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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