Curated Wealth Partners’s Sanofi SNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,122
| Closed | -$221K | – | 147 |
|
|
2023
Q3 | $221K | Sell |
4,122
-945
| -19% | -$50.7K | 0.04% | 120 |
|
|
2023
Q2 | $273K | Hold |
5,067
| – | – | 0.05% | 107 |
|
|
2023
Q1 | $276K | Buy |
+5,067
| New | +$276K | 0.06% | 103 |
|
|
2022
Q3 | – | Sell |
-6,905
| Closed | -$347K | – | 134 |
|
|
2022
Q2 | $347K | Buy |
6,905
+183
| +3% | +$9.2K | 0.1% | 89 |
|
|
2022
Q1 | $337K | Hold |
6,722
| – | – | 0.11% | 98 |
|
|
2021
Q4 | $337K | Sell |
6,722
-757
| -10% | -$38K | 0.11% | 101 |
|
|
2021
Q3 | $361K | Buy |
7,479
+124
| +2% | +$5.99K | 0.2% | 100 |
|
|
2021
Q2 | $387K | Sell |
7,355
-1,124
| -13% | -$59.1K | 0.21% | 93 |
|
|
2021
Q1 | $419K | Sell |
8,479
-401
| -5% | -$19.8K | 0.26% | 74 |
|
|
2020
Q4 | $431K | Buy |
+8,880
| New | +$431K | 0.28% | 71 |
|