Institute for Wealth Management’s Sanofi SNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,195
| Closed | -$210K | – | 513 |
|
|
2022
Q2 | $210K | Buy |
4,195
+4
| +0.1% | +$212 | 0.04% | 476 |
|
|
2022
Q1 | $215K | Sell |
4,191
-153
| -4% | -$7.9K | 0.04% | 502 |
|
|
2021
Q4 | $218K | Sell |
4,344
-565
| -12% | -$27.9K | 0.04% | 456 |
|
|
2021
Q3 | $237K | Sell |
4,909
-125
| -2% | -$6.36K | 0.04% | 429 |
|
|
2021
Q2 | $265K | Sell |
5,034
-1,528
| -23% | -$79.7K | 0.05% | 401 |
|
|
2021
Q1 | $325K | Sell |
6,562
-2,257
| -26% | -$108K | 0.06% | 345 |
|
|
2020
Q4 | $429K | Sell |
8,819
-1,434
| -14% | -$70.7K | 0.09% | 281 |
|
|
2020
Q3 | $514K | Sell |
10,253
-8,016
| -44% | -$413K | 0.12% | 221 |
|
|
2020
Q2 | $933K | Sell |
18,269
-1,359
| -7% | -$66K | 0.23% | 115 |
|
|
2020
Q1 | $858K | Sell |
19,628
-2,195
| -10% | -$105K | 0.27% | 103 |
|
|
2019
Q4 | $1.1M | Sell |
21,823
-890
| -4% | -$41.7K | 0.25% | 109 |
|
|
2019
Q3 | $1.05M | Buy |
22,713
+3,299
| +17% | +$142K | 0.27% | 105 |
|
|
2019
Q2 | $840K | Buy |
19,414
+11,965
| +161% | +$509K | 0.19% | 162 |
|
|
2019
Q1 | $331K | Sell |
7,449
-19,434
| -72% | -$832K | 0.07% | 316 |
|
|
2018
Q4 | $1.16M | Sell |
26,883
-106
| -0.4% | -$4.67K | 0.48% | 58 |
|
|
2018
Q3 | $1.21M | Sell |
26,989
-4,947
| -15% | -$211K | 0.41% | 89 |
|
|
2018
Q2 | $1.28M | Buy |
31,936
+6,860
| +27% | +$270K | 0.41% | 83 |
|
|
2018
Q1 | $966K | Buy |
25,076
+20,037
| +398% | +$834K | 0.28% | 130 |
|
|
2017
Q4 | $217K | Sell |
5,039
-2,367
| -32% | -$109K | 0.05% | 349 |
|
|
2017
Q3 | $369K | Sell |
7,406
-4,428
| -37% | -$214K | 0.12% | 209 |
|
|
2017
Q2 | $565K | Buy |
+11,834
| New | +$566K | 0.16% | 202 |
|
Other funds holding SNY
CCM
