Kingswood Wealth Advisors’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
$411K Sell
783
-51
-6% -$26.8K 0.03% 468
2025
Q1
$527K Sell
834
-231
-22% -$146K 0.05% 378
2024
Q4
$759K Sell
1,065
-1,431
-57% -$1.02M 0.06% 332
2024
Q3
$2.62M Buy
2,496
+963
+63% +$1.01M 0.19% 120
2024
Q2
$1.61M Buy
1,533
+129
+9% +$136K 0.15% 144
2024
Q1
$1.35M Sell
1,404
-63
-4% -$60.6K 0.16% 154
2023
Q4
$1.29M Buy
1,467
+621
+73% +$545K 0.15% 161
2023
Q3
$696K Buy
846
+465
+122% +$383K 0.12% 196
2023
Q2
$274K Buy
+381
New +$274K 0.09% 209