Avantax Planning Partners’s Regeneron Pharmaceuticals REGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
482
+5
| +1% | +$2.63K | 0.01% | 387 |
|
|
2025
Q1 | $303K | Sell |
477
-9
| -2% | -$5.71K | 0.01% | 337 |
|
|
2024
Q4 | $346K | Buy |
486
+14
| +3% | +$9.97K | 0.01% | 310 |
|
|
2024
Q3 | $496K | Sell |
472
-1
| -0.2% | -$1.05K | 0.02% | 260 |
|
|
2024
Q2 | $497K | Sell |
473
-1
| -0.2% | -$1.05K | 0.02% | 285 |
|
|
2024
Q1 | $456K | Buy |
474
+155
| +49% | +$149K | 0.01% | 303 |
|
|
2023
Q4 | $280K | Hold |
319
| – | – | 0.01% | 306 |
|
|
2023
Q3 | $263K | Buy |
319
+2
| +0.6% | +$1.65K | 0.01% | 303 |
|
|
2023
Q2 | $228K | Hold |
317
| – | – | 0.01% | 336 |
|
|
2023
Q1 | $260K | Hold |
317
| – | – | 0.01% | 319 |
|
|
2022
Q4 | $229K | Hold |
317
| – | – | 0.01% | 332 |
|
|
2022
Q3 | $218K | Sell |
317
-50
| -14% | -$34.4K | 0.01% | 316 |
|
|
2022
Q2 | $217K | Hold |
367
| – | – | 0.01% | 315 |
|
|
2022
Q1 | $256K | Hold |
367
| – | – | 0.01% | 308 |
|
|
2021
Q4 | $232K | Hold |
367
| – | – | 0.01% | 313 |
|
|
2021
Q3 | $222K | Buy |
+367
| New | +$222K | 0.01% | 304 |
|
|
2018
Q2 | – | Sell |
-18
| Closed | -$6K | – | 1179 |
|
|
2018
Q1 | $6K | Buy |
+18
| New | +$6K | ﹤0.01% | 1278 |
|