FRG Family Wealth Advisors’s Sanofi SNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,400
| Closed | -$68.9K | – | 320 |
|
|
2024
Q1 | $68.9K | Buy |
+1,400
| New | +$68.9K | 0.01% | 185 |
|
|
2021
Q4 | – | Sell |
-4,240
| Closed | -$204K | – | 147 |
|
|
2021
Q3 | $204K | Buy |
+4,240
| New | +$204K | 0.04% | 135 |
|
|
2021
Q1 | – | Sell |
-4,240
| Closed | -$206K | – | 136 |
|
|
2020
Q4 | $206K | Buy |
+4,240
| New | +$206K | 0.04% | 129 |
|
|
2019
Q3 | – | Sell |
-5,185
| Closed | -$224K | – | 129 |
|
|
2019
Q2 | $224K | Sell |
5,185
-3,877
| -43% | -$167K | 0.06% | 123 |
|
|
2019
Q1 | $401K | Sell |
9,062
-3,788
| -29% | -$168K | 0.11% | 98 |
|
|
2018
Q4 | $558K | Sell |
12,850
-6,640
| -34% | -$288K | 0.18% | 90 |
|
|
2018
Q3 | $871K | Sell |
19,490
-6,903
| -26% | -$308K | 0.24% | 88 |
|
|
2018
Q2 | $1.06M | Sell |
26,393
-5,575
| -17% | -$223K | 0.32% | 80 |
|
|
2018
Q1 | $1.28M | Sell |
31,968
-2,100
| -6% | -$84.2K | 0.43% | 72 |
|
|
2017
Q4 | $1.47M | Sell |
34,068
-2,390
| -7% | -$103K | 0.47% | 67 |
|
|
2017
Q3 | $1.82M | Buy |
36,458
+660
| +2% | +$32.9K | 0.63% | 53 |
|
|
2017
Q2 | $1.72M | Buy |
35,798
+812
| +2% | +$38.9K | 0.63% | 55 |
|
|
2017
Q1 | $1.57M | Sell |
34,986
-667
| -2% | -$29.9K | 0.61% | 53 |
|
|
2016
Q4 | $1.44M | Sell |
35,653
-2,597
| -7% | -$105K | 0.6% | 55 |
|
|
2016
Q3 | $1.46M | Buy |
38,250
+4,270
| +13% | +$163K | 0.66% | 52 |
|
|
2016
Q2 | $1.42M | Hold |
33,980
| – | – | 0.64% | 52 |
|
|
2016
Q1 | $1.38M | Sell |
33,980
-750
| -2% | -$30.5K | 0.67% | 51 |
|
|
2015
Q4 | $1.48M | Buy |
+34,730
| New | +$1.48M | 0.72% | 51 |
|