Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-21,000
Closed -$979K 107
2025
Q4
$1.02M Buy
+21,000
New +$1.04M 0.34% 66
2025
Q1
Sell
-14,500
Closed -$699K 96
2024
Q4
$699K Buy
14,500
+3,500
+32% +$178K 0.35% 63
2024
Q3
$634K Hold
11,000
0.33% 64
2024
Q2
$534K Hold
11,000
0.28% 64
2024
Q1
$535K Hold
11,000
0.32% 58
2023
Q4
$547K Buy
11,000
+1,100
+11% +$53.8K 0.37% 56
2023
Q3
$531K Hold
9,900
0.37% 63
2023
Q2
$534K Hold
9,900
0.37% 58
2023
Q1
$539K Sell
9,900
-4,600
-32% -$224K 0.4% 46
2022
Q4
$702K Buy
14,500
+3,492
+32% +$153K 0.54% 39
2022
Q3
$419K Buy
+11,008
New +$491K 0.31% 57

Other funds holding SNY