OFA
Oak Family Advisors’s Sanofi SNY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-60,621
| Closed | -$3.01M | – | 122 |
|
|
2023
Q4 | $3.01M | Sell |
60,621
-94,271
| -61% | -$4.69M | 1.27% | 29 |
|
|
2023
Q3 | $8.31M | Buy |
154,892
+10,072
| +7% | +$540K | 3.93% | 2 |
|
|
2023
Q2 | $7.81M | Sell |
144,820
-1,785
| -1% | -$96.2K | 3.7% | 2 |
|
|
2023
Q1 | $7.98M | Sell |
146,605
-35,778
| -20% | -$1.95M | 3.93% | 3 |
|
|
2022
Q4 | $8.83M | Buy |
182,383
+18,328
| +11% | +$888K | 4.73% | 2 |
|
|
2022
Q3 | $6.24M | Buy |
164,055
+54,995
| +50% | +$2.09M | 3.33% | 4 |
|
|
2022
Q2 | $5.46M | Buy |
109,060
+68,675
| +170% | +$3.44M | 2.74% | 5 |
|
|
2022
Q1 | $2.07M | Sell |
40,385
-20,231
| -33% | -$1.04M | 0.81% | 33 |
|
|
2021
Q4 | $3.04M | Buy |
60,616
+2,187
| +4% | +$110K | 1.14% | 18 |
|
|
2021
Q3 | $2.82M | Sell |
58,429
-38,156
| -40% | -$1.84M | 1.03% | 21 |
|
|
2021
Q2 | $5.09M | Sell |
96,585
-2,547
| -3% | -$134K | 2.12% | 7 |
|
|
2021
Q1 | $4.9M | Buy |
99,132
+1,847
| +2% | +$91.4K | 2.13% | 5 |
|
|
2020
Q4 | $4.73M | Buy |
+97,285
| New | +$4.73M | 2.45% | 6 |
|