Institute for Wealth Management’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 | $419K | Sell |
799
-50
| -6% | -$26.3K | 0.05% | 349 |
|
|
2025
Q1 | $538K | Hold |
849
| – | – | 0.07% | 281 |
|
|
2024
Q4 | $605K | Sell |
849
-1
| -0.1% | -$712 | 0.08% | 256 |
|
|
2024
Q3 | $894K | Sell |
850
-27
| -3% | -$28.4K | 0.11% | 198 |
|
|
2024
Q2 | $922K | Sell |
877
-30
| -3% | -$31.5K | 0.12% | 177 |
|
|
2024
Q1 | $873K | Buy |
907
+1
| +0.1% | +$962 | 0.11% | 185 |
|
|
2023
Q4 | $796K | Sell |
906
-10
| -1% | -$8.78K | 0.13% | 183 |
|
|
2023
Q3 | $754K | Sell |
916
-5
| -0.5% | -$4.12K | 0.14% | 183 |
|
|
2023
Q2 | $662K | Sell |
921
-67
| -7% | -$48.1K | 0.11% | 205 |
|
|
2023
Q1 | $812K | Sell |
988
-21
| -2% | -$17.3K | 0.16% | 164 |
|
|
2022
Q4 | $728K | Sell |
1,009
-30
| -3% | -$21.6K | 0.15% | 185 |
|
|
2022
Q3 | $716K | Sell |
1,039
-20
| -2% | -$13.8K | 0.16% | 168 |
|
|
2022
Q2 | $626K | Hold |
1,059
| – | – | 0.12% | 211 |
|
|
2022
Q1 | $740K | Sell |
1,059
-11
| -1% | -$7.69K | 0.12% | 208 |
|
|
2021
Q4 | $676K | Hold |
1,070
| – | – | 0.11% | 226 |
|
|
2021
Q3 | $648K | Sell |
1,070
-12
| -1% | -$7.27K | 0.11% | 220 |
|
|
2021
Q2 | $604K | Sell |
1,082
-34
| -3% | -$19K | 0.11% | 234 |
|
|
2021
Q1 | $528K | Buy |
1,116
+8
| +0.7% | +$3.79K | 0.1% | 251 |
|
|
2020
Q4 | $535K | Buy |
1,108
+95
| +9% | +$45.9K | 0.11% | 233 |
|
|
2020
Q3 | $567K | Buy |
1,013
+31
| +3% | +$17.4K | 0.13% | 199 |
|
|
2020
Q2 | $612K | Sell |
982
-10
| -1% | -$6.23K | 0.15% | 193 |
|
|
2020
Q1 | $484K | Buy |
992
+8
| +0.8% | +$3.9K | 0.15% | 190 |
|
|
2019
Q4 | $369K | Sell |
984
-266
| -21% | -$99.8K | 0.08% | 305 |
|
|
2019
Q3 | $347K | Sell |
1,250
-20
| -2% | -$5.55K | 0.09% | 300 |
|
|
2019
Q2 | $398K | Sell |
1,270
-74
| -6% | -$23.2K | 0.09% | 292 |
|
|
2019
Q1 | $552K | Buy |
1,344
+138
| +11% | +$56.7K | 0.12% | 223 |
|
|
2018
Q4 | $450K | Buy |
+1,206
| New | +$450K | 0.18% | 157 |
|
|
2018
Q1 | – | Sell |
-641
| Closed | -$243K | – | 367 |
|
|
2017
Q4 | $243K | Buy |
+641
| New | +$243K | 0.06% | 332 |
|
|
2017
Q3 | – | Sell |
-808
| Closed | -$393K | – | 363 |
|
|
2017
Q2 | $393K | Buy |
+808
| New | +$393K | 0.11% | 264 |
|