A detailed history of Intergy Private Wealth, LLC transactions in Symbotic Inc. stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 9,000 shares of SYM stock, worth $629,010. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,000
Previous 13,094 31.27%
Holding current value
$629,010
Previous $508,000 4.53%
% of portfolio
0.15%
Previous 0.18%

Shares

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

Oct 14, 2025

SELL
$39.68 - $63.21 $162,449 - $258,781
-4,094 Reduced 31.27%
9,000 $485,000
Q4 2024

Jan 23, 2025

BUY
$22.73 - $38.78 $297,626 - $507,785
13,094 New
13,094 $310,000

Others Institutions Holding SYM

About Symbotic Inc.


  • Ticker SYM
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Shell Companies
  • Shares Outstandng 55,318,800
  • Market Cap $3.87B
  • 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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