Baldwin Wealth Partners’s Sanofi SNY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-300
| Closed | -$14.6K | – | 1165 |
|
2024
Q2 | $14.6K | Hold |
300
| – | – | ﹤0.01% | 505 |
|
2024
Q1 | $14.6K | Hold |
300
| – | – | ﹤0.01% | 524 |
|
2023
Q4 | $14.9K | Hold |
300
| – | – | ﹤0.01% | 537 |
|
2023
Q3 | $16.1K | Hold |
300
| – | – | ﹤0.01% | 534 |
|
2023
Q2 | $16.2K | Hold |
300
| – | – | ﹤0.01% | 556 |
|
2023
Q1 | $16.3K | Hold |
300
| – | – | ﹤0.01% | 569 |
|
2022
Q4 | $14.5K | Hold |
300
| – | – | ﹤0.01% | 570 |
|
2022
Q3 | $11K | Hold |
300
| – | – | ﹤0.01% | 513 |
|
2022
Q2 | $15K | Hold |
300
| – | – | ﹤0.01% | 501 |
|
2022
Q1 | $15K | Hold |
300
| – | – | ﹤0.01% | 507 |
|
2021
Q4 | $15K | Hold |
300
| – | – | ﹤0.01% | 474 |
|
2021
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 487 |
|
2021
Q2 | $16K | Buy |
+300
| New | +$16K | ﹤0.01% | 491 |
|
2019
Q4 | – | Sell |
-40
| Closed | -$2K | – | 554 |
|
2019
Q3 | $2K | Sell |
40
-8,255
| -100% | -$413K | ﹤0.01% | 501 |
|
2019
Q2 | $359K | Sell |
8,295
-2,096
| -20% | -$90.7K | 0.05% | 155 |
|
2019
Q1 | $460K | Hold |
10,391
| – | – | 0.07% | 128 |
|
2018
Q4 | $451K | Hold |
10,391
| – | – | 0.08% | 124 |
|
2018
Q3 | $464K | Sell |
10,391
-730
| -7% | -$32.6K | 0.07% | 135 |
|
2018
Q2 | $445K | Hold |
11,121
| – | – | 0.07% | 134 |
|
2018
Q1 | $446K | Hold |
11,121
| – | – | 0.07% | 134 |
|
2017
Q4 | $478K | Buy |
11,121
+5,742
| +107% | +$247K | 0.07% | 130 |
|
2017
Q3 | $268K | Buy |
+5,379
| New | +$268K | 0.04% | 169 |
|