Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.56M Sell
32,396
-7,767
-19% -$362K 0.02% 471
2025
Q4
$1.96M Sell
40,163
-3,681
-8% -$182K 0.02% 382
2025
Q3
$2.07M Sell
43,844
-1,960
-4% -$94.6K 0.03% 361
2025
Q2
$2.21M Sell
45,804
-85
-0.2% -$4.34K 0.03% 342
2025
Q1
$2.55M Sell
45,889
-12,555
-21% -$680K 0.04% 286
2024
Q4
$2.82M Sell
58,444
-13,363
-19% -$679K 0.04% 274
2024
Q3
$4.12M Buy
71,807
+15,833
+28% +$855K 0.06% 215
2024
Q2
$2.77M Buy
+55,974
New +$2.7M 0.05% 258
2018
Q4
Sell
-4,677
Closed -$209K 209
2018
Q3
$209K Buy
+4,677
New +$200K 0.03% 210
2018
Q1
Sell
-5,078
Closed -$218K 290
2017
Q4
$218K Buy
5,078
+85
+2% +$3.92K 0.03% 268
2017
Q3
$249K Buy
+4,993
New +$242K 0.03% 241

Other funds holding SNY