WCWM
Willow Creek Wealth Management’s Sanofi SNY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
4,202
+31
| +0.7% | +$1.5K | 0.02% | 163 |
|
|
2025
Q1 | $231K | Hold |
4,171
| – | – | 0.02% | 143 |
|
|
2024
Q4 | $201K | Hold |
4,171
| – | – | 0.02% | 151 |
|
|
2024
Q3 | $240K | Hold |
4,171
| – | – | 0.03% | 142 |
|
|
2024
Q2 | $202K | Hold |
4,171
| – | – | 0.02% | 147 |
|
|
2024
Q1 | $203K | Hold |
4,171
| – | – | 0.02% | 149 |
|
|
2023
Q4 | $207K | Hold |
4,171
| – | – | 0.03% | 143 |
|
|
2023
Q3 | $224K | Hold |
4,171
| – | – | 0.03% | 125 |
|
|
2023
Q2 | $225K | Hold |
4,171
| – | – | 0.03% | 134 |
|
|
2023
Q1 | $227K | Hold |
4,171
| – | – | 0.04% | 121 |
|
|
2022
Q4 | $202K | Buy |
+4,171
| New | +$202K | 0.03% | 129 |
|
|
2022
Q3 | – | Sell |
-4,171
| Closed | -$209K | – | 132 |
|
|
2022
Q2 | $209K | Hold |
4,171
| – | – | 0.04% | 117 |
|
|
2022
Q1 | $214K | Sell |
4,171
-200
| -5% | -$10.3K | 0.04% | 112 |
|
|
2021
Q4 | $219K | Hold |
4,371
| – | – | 0.05% | 117 |
|
|
2021
Q3 | $211K | Hold |
4,371
| – | – | 0.05% | 110 |
|
|
2021
Q2 | $230K | Hold |
4,371
| – | – | 0.05% | 104 |
|
|
2021
Q1 | $216K | Hold |
4,371
| – | – | 0.08% | 90 |
|
|
2020
Q4 | $212K | Hold |
4,371
| – | – | 0.08% | 86 |
|
|
2020
Q3 | $219K | Hold |
4,371
| – | – | 0.09% | 79 |
|
|
2020
Q2 | $223K | Buy |
+4,371
| New | +$223K | 0.1% | 68 |
|
|
2020
Q1 | – | Sell |
-4,371
| Closed | -$219K | – | 78 |
|
|
2019
Q4 | $219K | Hold |
4,371
| – | – | 0.1% | 77 |
|
|
2019
Q3 | $203K | Buy |
+4,371
| New | +$203K | 0.09% | 83 |
|