EP Wealth Advisors’s Sanofi SNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
5,323
+540
| +11% | +$26.1K | ﹤0.01% | 1105 |
|
|
2025
Q1 | $265K | Sell |
4,783
-1,096
| -19% | -$60.8K | ﹤0.01% | 976 |
|
|
2024
Q4 | $284K | Sell |
5,879
-2,016
| -26% | -$97.2K | ﹤0.01% | 892 |
|
|
2024
Q3 | $455K | Buy |
7,895
+2,548
| +48% | +$147K | ﹤0.01% | 719 |
|
|
2024
Q2 | $259K | Buy |
5,347
+1,002
| +23% | +$48.6K | ﹤0.01% | 693 |
|
|
2024
Q1 | $211K | Sell |
4,345
-690
| -14% | -$33.5K | ﹤0.01% | 721 |
|
|
2023
Q4 | $250K | Buy |
5,035
+255
| +5% | +$12.7K | ﹤0.01% | 669 |
|
|
2023
Q3 | $256K | Buy |
4,780
+563
| +13% | +$30.2K | ﹤0.01% | 594 |
|
|
2023
Q2 | $328K | Buy |
+4,217
| New | +$328K | ﹤0.01% | 543 |
|
|
2022
Q3 | – | Sell |
-10,806
| Closed | -$541K | – | 593 |
|
|
2022
Q2 | $541K | Buy |
10,806
+3,478
| +47% | +$174K | 0.01% | 355 |
|
|
2022
Q1 | $376K | Buy |
7,328
+329
| +5% | +$16.9K | 0.01% | 441 |
|
|
2021
Q4 | $351K | Buy |
6,999
+948
| +16% | +$47.5K | 0.01% | 435 |
|
|
2021
Q3 | $292K | Sell |
6,051
-716
| -11% | -$34.6K | 0.01% | 436 |
|
|
2021
Q2 | $356K | Buy |
+6,767
| New | +$356K | 0.01% | 408 |
|