Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,389
Closed -$218K 362
2023
Q4
$218K Hold
4,389
0.01% 327
2023
Q3
$235K Hold
4,389
0.01% 303
2023
Q2
$237K Sell
4,389
-147
-3% -$7.91K 0.01% 320
2023
Q1
$247K Hold
4,536
0.01% 328
2022
Q4
$220K Buy
+4,536
New +$199K 0.01% 355
2022
Q3
Sell
-4,909
Closed -$246K 389
2022
Q2
$246K Sell
4,909
-1,547
-24% -$82.1K 0.01% 351
2022
Q1
$331K Hold
6,456
0.01% 324
2021
Q4
$323K Hold
6,456
0.01% 346
2021
Q3
$311K Buy
+6,456
New +$328K 0.01% 349
2020
Q2
Sell
-11,609
Closed -$508K 448
2020
Q1
$508K Sell
11,609
-1,977
-15% -$94.6K 0.02% 247
2019
Q4
$682K Sell
13,586
-2,754
-17% -$129K 0.02% 256
2019
Q3
$757K Buy
16,340
+2,739
+20% +$118K 0.03% 252
2019
Q2
$589K Buy
13,601
+621
+5% +$26.4K 0.02% 283
2019
Q1
$575K Sell
12,980
-1,944
-13% -$83.3K 0.02% 323
2018
Q4
$648K Buy
14,924
+5,524
+59% +$244K 0.02% 288
2018
Q3
$420K Sell
9,400
-2,050
-18% -$87.6K 0.01% 414
2018
Q2
$458K Sell
11,450
-384
-3% -$15.1K 0.01% 414
2018
Q1
$474K Buy
11,834
+1,234
+12% +$51.3K 0.02% 399
2017
Q4
$456K Sell
10,600
-900
-8% -$41.5K 0.02% 424
2017
Q3
$573K Buy
+11,500
New +$556K 0.02% 371
2017
Q2
Sell
-5,350
Closed -$242K 615
2017
Q1
$242K Buy
+5,350
New +$227K 0.01% 554

Other funds holding SNY