Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.24M Buy
46,589
+2,502
+6% +$117K 0.52% 67
2025
Q4
$2.14M Buy
44,087
+1,428
+3% +$70.8K 0.53% 61
2025
Q3
$2.01M Buy
42,659
+2,326
+6% +$112K 0.51% 62
2025
Q2
$1.95M Buy
40,333
+3,797
+10% +$194K 0.53% 62
2025
Q1
$2.03M Sell
36,536
-168
-0.5% -$9.09K 0.6% 62
2024
Q4
$1.77M Buy
36,704
+232
+0.6% +$11.8K 0.51% 68
2024
Q3
$2.1M Sell
36,472
-260
-0.7% -$14K 0.58% 59
2024
Q2
$1.78M Buy
36,732
+508
+1% +$24.5K 0.53% 63
2024
Q1
$1.76M Buy
36,224
+1,596
+5% +$77.9K 0.54% 64
2023
Q4
$1.72M Buy
34,628
+1,630
+5% +$79.7K 0.57% 61
2023
Q3
$1.77M Buy
+32,998
New +$1.76M 0.64% 56
2023
Q1
$1.73M Buy
31,409
+2,434
+8% +$118K 0.62% 58
2022
Q4
$1.4M Buy
28,975
+1,736
+6% +$76.2K 0.53% 66
2022
Q3
$1.08M Buy
27,239
+1,149
+4% +$51.2K 0.43% 90
2022
Q2
$1.31M Buy
26,090
+1,787
+7% +$94.9K 0.51% 66
2022
Q1
$1.27M Buy
24,303
+1,264
+5% +$65.3K 0.43% 79
2021
Q4
$1.14M Buy
23,039
+935
+4% +$46.2K 0.39% 90
2021
Q3
$1.06M Buy
22,104
+3,552
+19% +$181K 0.39% 85
2021
Q2
$971K Buy
18,552
+11,380
+159% +$594K 0.35% 88
2021
Q1
$355K Buy
+7,172
New +$345K 0.14% 153

Other funds holding SNY