A detailed history of Pathstone Holdings, LLC transactions in Symbotic Inc. stock. As of the latest transaction made, Pathstone Holdings, LLC holds 9,011 shares of SYM stock, worth $262,580. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,011
Previous 6,529 38.02%
Holding current value
$262,580
Previous $229,000 4.37%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$17.86 - $41.44 $44,328 - $102,854
2,482 Added 38.02%
9,011 $219,000
Q2 2024

Aug 14, 2024

BUY
$31.77 - $48.36 $16,139 - $24,566
508 Added 8.44%
6,529 $229,000
Q1 2024

May 13, 2024

BUY
$37.91 - $50.45 $492 - $655
13 Added 0.22%
6,021 $270,000
Q4 2023

Feb 14, 2024

BUY
$31.19 - $58.19 $187,389 - $349,605
6,008 New
6,008 $308,000

Others Institutions Holding SYM

About Symbotic Inc.


  • Ticker SYM
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Shell Companies
  • Shares Outstandng 55,318,800
  • Market Cap $1.61B
  • 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
Track This Portfolio

Track Pathstone Holdings, LLC Portfolio

Follow Pathstone Holdings, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pathstone Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathstone Holdings, LLC with notifications on news.