EFS
Essex Financial Services’s Sanofi SNY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,557
| Closed | -$253K | – | 705 |
|
|
2025
Q1 | $253K | Buy |
+4,557
| New | +$253K | 0.02% | 541 |
|
|
2024
Q3 | – | Sell |
-3,867
| Closed | -$202K | – | 652 |
|
|
2024
Q2 | $202K | Buy |
+3,867
| New | +$202K | 0.02% | 589 |
|
|
2023
Q4 | – | Sell |
-4,088
| Closed | -$219K | – | 519 |
|
|
2023
Q3 | $219K | Sell |
4,088
-111
| -3% | -$5.95K | 0.03% | 429 |
|
|
2023
Q2 | $226K | Sell |
4,199
-499
| -11% | -$26.9K | 0.03% | 420 |
|
|
2023
Q1 | $256K | Buy |
4,698
+548
| +13% | +$29.8K | 0.03% | 411 |
|
|
2022
Q4 | $200K | Buy |
+4,150
| New | +$200K | 0.02% | 456 |
|
|
2022
Q3 | – | Sell |
-4,197
| Closed | -$210K | – | 486 |
|
|
2022
Q2 | $210K | Buy |
4,197
+51
| +1% | +$2.55K | 0.02% | 453 |
|
|
2022
Q1 | $213K | Hold |
4,146
| – | – | 0.02% | 465 |
|
|
2021
Q4 | $208K | Buy |
+4,146
| New | +$208K | 0.02% | 470 |
|
|
2021
Q3 | – | Sell |
-4,768
| Closed | -$236K | – | 481 |
|
|
2021
Q2 | $236K | Hold |
4,768
| – | – | 0.03% | 389 |
|
|
2021
Q1 | $236K | Sell |
4,768
-500
| -9% | -$24.7K | 0.04% | 312 |
|
|
2020
Q4 | $256K | Sell |
5,268
-430
| -8% | -$20.9K | 0.05% | 264 |
|
|
2020
Q3 | $286K | Sell |
5,698
-1
| -0% | -$50 | 0.07% | 222 |
|
|
2020
Q2 | $291K | Buy |
5,699
+291
| +5% | +$14.9K | 0.09% | 196 |
|
|
2020
Q1 | $236K | Sell |
5,408
-1
| -0% | -$44 | 0.08% | 212 |
|
|
2019
Q4 | $272K | Sell |
5,409
-1,086
| -17% | -$54.6K | 0.08% | 222 |
|
|
2019
Q3 | $301K | Sell |
6,495
-344
| -5% | -$15.9K | 0.1% | 184 |
|
|
2019
Q2 | $296K | Buy |
6,839
+10
| +0.1% | +$433 | 0.09% | 181 |
|
|
2019
Q1 | $302K | Sell |
6,829
-500
| -7% | -$22.1K | 0.09% | 171 |
|
|
2018
Q4 | $318K | Sell |
7,329
-685
| -9% | -$29.7K | 0.1% | 173 |
|
|
2018
Q3 | $358K | Hold |
8,014
| – | – | 0.08% | 193 |
|
|
2018
Q2 | $321K | Sell |
8,014
-739
| -8% | -$29.6K | 0.08% | 203 |
|
|
2018
Q1 | $351K | Sell |
8,753
-779
| -8% | -$31.2K | 0.07% | 238 |
|
|
2017
Q4 | $410K | Sell |
9,532
-1,250
| -12% | -$53.8K | 0.1% | 176 |
|
|
2017
Q3 | $537K | Sell |
10,782
-116
| -1% | -$5.78K | 0.13% | 146 |
|
|
2017
Q2 | $522K | Sell |
10,898
-45
| -0.4% | -$2.16K | 0.11% | 182 |
|
|
2017
Q1 | $495K | Sell |
10,943
-1,010
| -8% | -$45.7K | 0.11% | 177 |
|
|
2016
Q4 | $483K | Buy |
11,953
+1,273
| +12% | +$51.4K | 0.1% | 181 |
|
|
2016
Q3 | $408K | Sell |
10,680
-260
| -2% | -$9.93K | 0.1% | 197 |
|
|
2016
Q2 | $458K | Sell |
10,940
-634
| -5% | -$26.5K | 0.11% | 177 |
|
|
2016
Q1 | $465K | Sell |
11,574
-2,420
| -17% | -$97.2K | 0.12% | 178 |
|
|
2015
Q4 | $597K | Sell |
13,994
-1,807
| -11% | -$77.1K | 0.14% | 158 |
|
|
2015
Q3 | $750K | Sell |
15,801
-776
| -5% | -$36.8K | 0.19% | 124 |
|
|
2015
Q2 | $821K | Sell |
16,577
-1,408
| -8% | -$69.7K | 0.21% | 117 |
|
|
2015
Q1 | $889K | Buy |
17,985
+6,975
| +63% | +$345K | 0.23% | 115 |
|
|
2014
Q4 | $502K | Sell |
11,010
-1,457
| -12% | -$66.4K | 0.13% | 173 |
|
|
2014
Q3 | $704K | Sell |
12,467
-837
| -6% | -$47.3K | 0.21% | 120 |
|
|
2014
Q2 | $707K | Buy |
13,304
+459
| +4% | +$24.4K | 0.21% | 114 |
|
|
2014
Q1 | $672K | Buy |
12,845
+2,370
| +23% | +$124K | 0.22% | 109 |
|
|
2013
Q4 | $562K | Sell |
10,475
-2,010
| -16% | -$108K | 0.19% | 124 |
|
|
2013
Q3 | $632 | Buy |
12,485
+290
| +2% | +$15 | 0.2% | 106 |
|
|
2013
Q2 | $628K | Buy |
+12,195
| New | +$628K | 0.22% | 108 |
|