A detailed history of Steward Partners Investment Advisory, LLC transactions in Symbotic Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 28,942 shares of SYM stock, worth $700,975. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,942
Previous 24,385 18.69%
Holding current value
$700,975
Previous $1.1 Million 7.29%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$31.77 - $48.36 $144,775 - $220,376
4,557 Added 18.69%
28,942 $1.02 Million
Q1 2024

May 15, 2024

BUY
$37.91 - $50.45 $269,578 - $358,749
7,111 Added 41.17%
24,385 $1.1 Million
Q4 2023

Feb 12, 2024

BUY
$31.19 - $58.19 $360,244 - $672,094
11,550 Added 201.78%
17,274 $886,000
Q3 2023

Nov 13, 2023

BUY
$30.27 - $63.54 $119,354 - $250,538
3,943 Added 221.39%
5,724 $191,000
Q2 2023

Aug 14, 2023

BUY
$23.18 - $51.22 $9,735 - $21,512
420 Added 30.86%
1,781 $76,000
Q3 2022

Nov 10, 2022

BUY
$10.15 - $19.87 $13,814 - $27,043
1,361 New
1,361 $16,000

Others Institutions Holding SYM

About Symbotic Inc.


  • Ticker SYM
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Shell Companies
  • Shares Outstandng 55,318,800
  • Market Cap $1.34B
  • 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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