KMWM
Keudell/Morrison Wealth Management’s Sanofi SNY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Buy |
13,457
+268
| +2% | +$12.9K | 0.14% | 99 |
|
|
2025
Q1 | $731K | Buy |
13,189
+261
| +2% | +$14.5K | 0.17% | 83 |
|
|
2024
Q4 | $624K | Buy |
12,928
+217
| +2% | +$10.5K | 0.16% | 89 |
|
|
2024
Q3 | $733K | Sell |
12,711
-551
| -4% | -$31.8K | 0.2% | 89 |
|
|
2024
Q2 | $643K | Buy |
13,262
+2,344
| +21% | +$114K | 0.19% | 94 |
|
|
2024
Q1 | $531K | Buy |
10,918
+2,600
| +31% | +$126K | 0.16% | 106 |
|
|
2023
Q4 | $414K | Sell |
8,318
-1,224
| -13% | -$60.9K | 0.14% | 120 |
|
|
2023
Q3 | $512K | Sell |
9,542
-205
| -2% | -$11K | 0.16% | 98 |
|
|
2023
Q2 | $525K | Buy |
9,747
+770
| +9% | +$41.5K | 0.15% | 99 |
|
|
2023
Q1 | $489K | Buy |
8,977
+3,099
| +53% | +$169K | 0.14% | 100 |
|
|
2022
Q4 | $285K | Sell |
5,878
-436
| -7% | -$21.1K | 0.09% | 141 |
|
|
2022
Q3 | $240K | Sell |
6,314
-541
| -8% | -$20.6K | 0.09% | 161 |
|
|
2022
Q2 | $343K | Buy |
6,855
+355
| +5% | +$17.8K | 0.12% | 124 |
|
|
2022
Q1 | $334K | Buy |
6,500
+546
| +9% | +$28.1K | 0.14% | 134 |
|
|
2021
Q4 | $298K | Buy |
5,954
+198
| +3% | +$9.91K | 0.12% | 140 |
|
|
2021
Q3 | $277K | Buy |
5,756
+106
| +2% | +$5.1K | 0.12% | 139 |
|
|
2021
Q2 | $298K | Sell |
5,650
-681
| -11% | -$35.9K | 0.16% | 136 |
|
|
2021
Q1 | $313K | Sell |
6,331
-484
| -7% | -$23.9K | 0.18% | 125 |
|
|
2020
Q4 | $331K | Sell |
6,815
-71
| -1% | -$3.45K | 0.21% | 117 |
|
|
2020
Q3 | $345K | Buy |
6,886
+418
| +6% | +$20.9K | 0.22% | 106 |
|
|
2020
Q2 | $330K | Buy |
6,468
+514
| +9% | +$26.2K | 0.27% | 108 |
|
|
2020
Q1 | $260K | Buy |
5,954
+191
| +3% | +$8.34K | 0.25% | 112 |
|
|
2019
Q4 | $289K | Sell |
5,763
-102
| -2% | -$5.12K | 0.2% | 116 |
|
|
2019
Q3 | $272K | Buy |
5,865
+94
| +2% | +$4.36K | 0.22% | 117 |
|
|
2019
Q2 | $236K | Buy |
5,771
+597
| +12% | +$24.4K | 0.21% | 123 |
|
|
2019
Q1 | $229K | Buy |
+5,174
| New | +$229K | 0.2% | 119 |
|