Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.23M Buy
87,854
+9,980
+13% +$465K 0.05% 255
2025
Q4
$3.77M Buy
77,874
+10,571
+16% +$524K 0.04% 302
2025
Q3
$3.3M Buy
67,303
+26,035
+63% +$1.26M 0.05% 290
2025
Q2
$1.96M Buy
41,268
+8,044
+24% +$411K 0.03% 379
2025
Q1
$1.84M Buy
33,224
+425
+1% +$23K 0.03% 362
2024
Q4
$1.58M Buy
32,799
+5,591
+21% +$284K 0.03% 405
2024
Q3
$1.57M Buy
27,208
+2,489
+10% +$134K 0.03% 386
2024
Q2
$1.2M Sell
24,719
-167
-0.7% -$8.06K 0.03% 390
2024
Q1
$1.23M Buy
24,886
+2,567
+12% +$125K 0.03% 394
2023
Q4
$1.11M Buy
22,319
+949
+4% +$46.4K 0.03% 380
2023
Q3
$1.15M Buy
21,370
+58
+0.3% +$3.09K 0.04% 337
2023
Q2
$1.15M Sell
21,312
-78
-0.4% -$4.2K 0.04% 330
2023
Q1
$1.16M Buy
21,390
+656
+3% +$31.9K 0.04% 293
2022
Q4
$1M Sell
20,734
-1,315
-6% -$57.7K 0.04% 291
2022
Q3
$838K Buy
22,049
+2,405
+12% +$107K 0.04% 286
2022
Q2
$983K Buy
+19,644
New +$1.04M 0.04% 292

Other funds holding SNY