Caldwell Trust’s Sanofi SNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Buy |
3,440
+140
|
|
||||
|
2025
Q1 | $183K | Sell |
3,300
-943
|
|
||||
|
2024
Q4 | $205K | Sell |
4,243
-552
|
|
||||
|
2024
Q3 | $276K | Sell |
4,795
-917
|
|
||||
|
2024
Q2 | $277K | Sell |
5,712
-707
|
|
||||
|
2024
Q1 | $312K | Sell |
6,419
-309
|
|
||||
|
2023
Q4 | $335K | Sell |
6,728
-943
|
|
||||
|
2023
Q3 | $411K | Sell |
7,671
-1,367
|
|
||||
|
2023
Q2 | $487K | Sell |
9,038
-572
|
|
||||
|
2023
Q1 | $523K | Buy |
9,610
+512
|
|
||||
|
2022
Q4 | $441K | Buy |
9,098
+200
|
|
||||
|
2022
Q3 | $338K | Buy |
8,898
+475
|
|
||||
|
2022
Q2 | $421K | Buy |
8,423
+131
|
|
||||
|
2022
Q1 | $426K | Buy |
8,292
+295
|
|
||||
|
2021
Q4 | $401K | Buy |
7,997
+754
|
|
||||
|
2021
Q3 | $349K | Buy |
7,243
+1,278
|
|
||||
|
2021
Q2 | $314K | Buy |
5,965
+555
|
|
||||
|
2021
Q1 | $268K | Buy |
5,410
+1,796
|
|
||||
|
2020
Q4 | $176K | Sell |
3,614
-57
|
|
||||
|
2020
Q3 | $184K | Hold |
3,671
|
|
||||
|
2020
Q2 | $187K | Hold |
3,671
|
|
||||
|
2020
Q1 | $160K | Buy |
3,671
+289
|
|
||||
|
2019
Q4 | $170K | Buy |
+3,382
|
|