A detailed history of Srs Capital Advisors, Inc. transactions in Symbotic Inc. stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 369 shares of SYM stock, worth $21,468. This represents 0.0% of its overall portfolio holdings.

Number of Shares
369
Previous 1,000 63.1%
Holding current value
$21,468
Previous $38,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025

SELL
$39.68 - $63.21 $25,038 - $39,885
-631 Reduced 63.1%
369 $19,000
Q2 2025

Aug 12, 2025

BUY
$17.5 - $38.85 $12,250 - $27,195
700 Added 233.33%
1,000 $38,000
Q4 2024

Feb 05, 2025

BUY
$22.73 - $38.78 $6,819 - $11,634
300 New
300 $7,000

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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