Prudent Man Advisors’s Sanofi SNY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-5,051
| Closed | -$271K | – | 195 |
|
2023
Q3 | $271K | Sell |
5,051
-173
| -3% | -$9.28K | 0.11% | 142 |
|
2023
Q2 | $282K | Hold |
5,224
| – | – | 0.11% | 146 |
|
2023
Q1 | $284K | Hold |
5,224
| – | – | 0.11% | 145 |
|
2022
Q4 | $253K | Buy |
+5,224
| New | +$253K | 0.1% | 159 |
|
2022
Q2 | – | Sell |
-4,098
| Closed | -$210K | – | 185 |
|
2022
Q1 | $210K | Hold |
4,098
| – | – | 0.09% | 174 |
|
2021
Q4 | $205K | Sell |
4,098
-818
| -17% | -$40.9K | 0.08% | 179 |
|
2021
Q3 | $237K | Hold |
4,916
| – | – | 0.09% | 172 |
|
2021
Q2 | $259K | Buy |
4,916
+37
| +0.8% | +$1.95K | 0.1% | 166 |
|
2021
Q1 | $241K | Sell |
4,879
-4
| -0.1% | -$198 | 0.1% | 169 |
|
2020
Q4 | $237K | Hold |
4,883
| – | – | 0.1% | 157 |
|
2020
Q3 | $245K | Sell |
4,883
-76
| -2% | -$3.81K | 0.13% | 136 |
|
2020
Q2 | $253K | Buy |
+4,959
| New | +$253K | 0.22% | 117 |
|