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 %

Top Ranked Articles

  • 1