Taylor Frigon Capital Management LLC SYM Holdings History
Taylor Frigon Capital Management LLC's Symbotic Inc Holding Summary
As of 2025-06-30, Taylor Frigon Capital Management LLC held 76,665.00 shares of Symbotic Inc(SYM), totaling $2.98 Mil. This investment constitutes 1.58% of their stock portfolio, and Taylor Frigon Capital Management LLC now holds 0.07% of the outstanding Symbotic Inc(SYM) stock.
The initial trade took place in 2023Q2. And since then Taylor Frigon Capital Management LLC has made 5 purchases of SYM, at an average price of $32.44, for a total of 84,335.00 shares. In addition, there have been 4 sales at an average price of $28.52 for 7,670.00 shares. Based on historical transaction data and SYM's current price of $54.08, Taylor Frigon Capital Management LLC's estimated gain on his SYM holdings is $1.63 Mil, reflecting a 59.56% gain to date.
Taylor Frigon Capital Management LLC SYM ($54.08) Holding Chart
Taylor Frigon Capital Management LLC 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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