Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$5.04K Hold
104
﹤0.01% 1219
2025
Q3
$4.91K Hold
104
﹤0.01% 1134
2025
Q2
$5.1K Buy
+104
New +$5.31K ﹤0.01% 1052
2025
Q1
Sell
-1,681
Closed -$81.1K 1583
2024
Q4
$81.1K Buy
1,681
+253
+18% +$12.9K 0.01% 465
2024
Q3
$82.3K Sell
1,428
-103
-7% -$5.56K 0.01% 421
2024
Q2
$75.9K Buy
1,531
+20
+1% +$965 0.01% 689
2024
Q1
$73K Buy
+1,511
New +$73.8K 0.14% 101
2023
Q4
Sell
-1,270
Closed -$68.1K 1322
2023
Q3
$68.1K Sell
1,270
-246
-16% -$13.1K 0.02% 472
2023
Q2
$81.3K Buy
+1,516
New +$81.6K 0.01% 569

Other funds holding SNY