Back to SYM
Perigon Wealth Management, LLC → SYM
Perigon Wealth Management, LLC SYM Position History
Symbotic Inc. • Technology
Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$2.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.8M |
| Q1 2026 | $2.1M |
| Q1 2026 | $160K |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 28.8K | — | — |
| Q2 2026 | $1.2M | 27.6K | — | — |
| Q1 2026 | $160K | 10.5K | — | — |
| Q1 2026 | $2.1M | 38.6K | — | — |
| Q4 2025 | $1.8M | 30.0K | — | — |
Other funds holding SYM
$388.3M
$235.4M
$176.3M
$91.4M
$66.4M
$66.4M