CPWA
Cerro Pacific Wealth Advisors’s Sanofi SNY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $833K | Sell |
17,239
-589
| -3% | -$28.5K | 0.23% | 79 |
|
|
2025
Q1 | $860K | Sell |
17,828
-425
| -2% | -$20.5K | 0.28% | 74 |
|
|
2024
Q4 | $1.05M | Sell |
18,253
-115
| -0.6% | -$6.63K | 0.35% | 65 |
|
|
2024
Q3 | $891K | Hold |
18,368
| – | – | 0.34% | 68 |
|
|
2024
Q2 | $891K | Buy |
+18,368
| New | +$891K | 0.34% | 69 |
|
|
2023
Q1 | $696K | Buy |
+12,783
| New | +$696K | 0.38% | 67 |
|