TANAKA Growth Fund SYM Holdings History
Number of Shares
40,500.00
Current Holdings Value*
$919,350.00
% of Portfolio
4.34%
Total Estimate Gain
$897,570.00
% of Total Estimate Gain
40.61%
TANAKA Growth Fund's Symbotic Inc Holding Summary
As of 2025-02-28, TANAKA FUNDS INC held 40,500.00 shares of Symbotic Inc(SYM), totaling $919,350.00. This investment constitutes 4.34% of their stock portfolio, and TANAKA FUNDS INC now holds 0.04% of the outstanding Symbotic Inc(SYM) stock.
The initial trade took place in 2023Q4. And since then TANAKA Growth Fund has made 2 purchases of SYM, at an average price of $35.36, for a total of 62,500.00 shares. In addition, there have been 2 sales at an average price of $41.69 for 22,000.00 shares. Based on historical transaction data and SYM's current price of $54.08, TANAKA Growth Fund's estimated gain on his SYM holdings is $897,570.00, reflecting a 40.61% gain to date.
TANAKA Growth Fund SYM ($54.08) Holding Chart
TANAKA Growth Fund SYM ($54.08) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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