Symbotic shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Symbotic
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Quarterly reported holdings in Symbotic by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $361k | 5.3k | 68.42 |
| 2025-06-30 | $512k | 11k | 47.91 |
| 2025-03-31 | $269k | 13k | 20.21 |
| 2024-12-31 | $283k | 12k | 23.71 |
| 2024-06-30 | $591k | 17k | 35.16 |
| 2024-03-31 | $789k | 18k | 45.00 |
| 2023-12-31 | $1.0M | 20k | 51.33 |
| 2023-09-30 | $469k | 14k | 33.43 |
More positions owned by Wealth Enhancement Advisory Services
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