Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$59.1K Buy
+1,227
New +$57.2K ﹤0.01% 1023
2025
Q4
Sell
-1,242
Closed -$58.6K 1506
2025
Q3
$58.6K Buy
+1,242
New +$59.9K ﹤0.01% 875
2025
Q2
Sell
-1,261
Closed -$69.9K 1563
2025
Q1
$69.9K Sell
1,261
-49
-4% -$2.65K ﹤0.01% 842
2024
Q4
$63.2K Buy
1,310
+72
+6% +$3.66K ﹤0.01% 826
2024
Q3
$71.3K Sell
1,238
-710
-36% -$38.3K ﹤0.01% 811
2024
Q2
$94.7K Buy
1,948
+1,595
+452% +$76.9K ﹤0.01% 823
2024
Q1
$17.6K Buy
+353
New +$17.2K ﹤0.01% 1081
2022
Q2
Sell
-10,977
Closed -$564K 468
2022
Q1
$564K Sell
10,977
-544
-5% -$28.1K 0.01% 245
2021
Q4
$577K Buy
+11,521
New +$570K 0.01% 205

Other funds holding SNY