Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-59
Closed -$2.86K 1620
2025
Q4
$2.86K Hold
59
﹤0.01% 1346
2025
Q3
$2.79K Buy
+59
New +$2.85K ﹤0.01% 1223
2025
Q2
Sell
-59
Closed -$3.27K 1095
2025
Q1
$3.27K Hold
59
﹤0.01% 1085
2024
Q4
$2.85K Hold
59
﹤0.01% 1125
2024
Q3
$3.4K Hold
59
﹤0.01% 1167
2024
Q2
$2.86K Hold
59
﹤0.01% 1173
2024
Q1
$2.87K Hold
59
﹤0.01% 1192
2023
Q4
$2.93K Hold
59
﹤0.01% 1156
2023
Q3
$3.17K Hold
59
﹤0.01% 1127
2023
Q2
$3.18K Hold
59
﹤0.01% 1125
2023
Q1
$3.21K Sell
59
-4
-6% -$195 ﹤0.01% 1111
2022
Q4
$3.05K Hold
63
﹤0.01% 1093
2022
Q3
$2K Hold
63
﹤0.01% 1106
2022
Q2
$3K Hold
63
﹤0.01% 1024
2022
Q1
$3K Hold
63
﹤0.01% 1116
2021
Q4
$3K Buy
+63
New +$3.12K ﹤0.01% 981

Other funds holding SNY