Symbotic shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Symbotic
Tip: Access up to 7 years of quarterly data
All positions including Symbotic held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Symbotic by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.8M | 30k | 59.50 |
| 2025-09-30 | $1.6M | 30k | 53.90 |
| 2025-06-30 | $988k | 25k | 38.85 |