Clearstead Advisors, LLC Symbotic Inc. Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Symbotic Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 866 shares of SYM stock, worth $25,235. This represents 0.0% of its overall portfolio holdings.

Number of Shares
866
Previous 2,616 66.9%
Holding current value
$25,235
Previous $63,000 68.25%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$22.73 - $38.78 $39,777 - $67,865
-1,750 Reduced 66.9%
866 $20,000
Q3 2024

Nov 13, 2024
BUY
$17.86 - $41.44 $20,824 - $48,319
1,166 Added 80.41%
2,616 $63,000
Q2 2024

Aug 09, 2024
BUY
$31.77 - $48.36 $11,119 - $16,926
350 Added 31.82%
1,450 $50,000
Q1 2024

May 14, 2024
BUY
$37.91 - $50.45 $41,700 - $55,495
1,100 New
1,100 $49,000

About Symbotic Inc.

SYM Quotes by TradingView
  • Ticker SYM
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Shell Companies
  • Shares Outstandng 55,318,800
  • Market Cap $1.61B
  • 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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