Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.52M Buy
31,582
+4,069
+15% +$190K 0.11% 190
2025
Q4
$1.33M Sell
27,513
-504
-2% -$25K 0.1% 221
2025
Q3
$1.32M Buy
28,017
+3,113
+13% +$150K 0.1% 216
2025
Q2
$1.2M Buy
24,904
+1,953
+9% +$99.8K 0.1% 233
2025
Q1
$1.27M Buy
22,951
+22,930
+109,190% +$1.24M 0.11% 205
2024
Q4
$1.05K Sell
21
-22,091
-100% -$1.12M 0.1% 228
2024
Q3
$1.27M Sell
22,112
-927
-4% -$50K 0.11% 201
2024
Q2
$1.12M Buy
23,039
+1,420
+7% +$68.5K 0.1% 214
2024
Q1
$1.15M Buy
21,619
+1,189
+6% +$58.1K 0.11% 213
2023
Q4
$1.01M Buy
20,430
+828
+4% +$40.5K 0.1% 203
2023
Q3
$1.05M Buy
+19,602
New +$1.05M 0.12% 174

Other funds holding SNY