Exencial 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
$3.07M Buy
63,446
+2,994
+5% +$145K 0.11% 176
2025
Q1
$3.35M Buy
60,452
+1,741
+3% +$96.6K 0.12% 170
2024
Q4
$2.83M Sell
58,711
-203
-0.3% -$9.79K 0.1% 181
2024
Q3
$3.4M Buy
58,914
+3,056
+5% +$176K 0.12% 167
2024
Q2
$2.71M Sell
55,858
-1,192
-2% -$57.8K 0.1% 178
2024
Q1
$2.77M Buy
57,050
+3,119
+6% +$152K 0.1% 179
2023
Q4
$2.68M Buy
53,931
+3,773
+8% +$188K 0.11% 171
2023
Q3
$2.69M Buy
50,158
+4,642
+10% +$249K 0.13% 150
2023
Q2
$2.45M Buy
45,516
+5,269
+13% +$284K 0.11% 168
2023
Q1
$2.19M Buy
40,247
+6,594
+20% +$359K 0.11% 163
2022
Q4
$1.63M Sell
33,653
-107,224
-76% -$5.19M 0.09% 185
2022
Q3
$5.36M Sell
140,877
-20,173
-13% -$767K 0.32% 95
2022
Q2
$8.06M Sell
161,050
-11,141
-6% -$557K 0.46% 69
2022
Q1
$8.84M Buy
172,191
+5,972
+4% +$307K 0.44% 71
2021
Q4
$8.33M Sell
166,219
-40,845
-20% -$2.05M 0.4% 84
2021
Q3
$9.98M Buy
207,064
+64,723
+45% +$3.12M 0.43% 57
2021
Q2
$7.5M Buy
142,341
+8,883
+7% +$468K 0.41% 85
2021
Q1
$6.6M Buy
133,458
+18,977
+17% +$939K 0.39% 90
2020
Q4
$5.56M Buy
114,481
+18,517
+19% +$900K 0.38% 92
2020
Q3
$4.82M Buy
95,964
+14,974
+18% +$751K 0.26% 116
2020
Q2
$4.14M Buy
+80,990
New +$4.14M 0.36% 97