Phillips Wealth Planners’s Sanofi SNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Buy |
13,795
+4,245
| +44% | +$205K | 0.6% | 54 |
|
|
2025
Q1 | $492K | Buy |
+9,550
| New | +$492K | 0.52% | 64 |
|
|
2024
Q4 | – | Sell |
-6,133
| Closed | -$334K | – | 195 |
|
|
2024
Q3 | $334K | Sell |
6,133
-63
| -1% | -$3.43K | 0.32% | 115 |
|
|
2024
Q2 | $316K | Buy |
6,196
+1,302
| +27% | +$66.4K | 0.33% | 108 |
|
|
2024
Q1 | $224K | Buy |
+4,894
| New | +$224K | 0.26% | 154 |
|
|
2023
Q4 | – | Sell |
-3,855
| Closed | -$202K | – | 166 |
|
|
2023
Q3 | $202K | Sell |
3,855
-798
| -17% | -$41.7K | 0.27% | 140 |
|
|
2023
Q2 | $251K | Buy |
4,653
+636
| +16% | +$34.3K | 0.33% | 112 |
|
|
2023
Q1 | $215K | Buy |
+4,017
| New | +$215K | 0.28% | 138 |
|