MWM
MinichMacGregor Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-524
| Closed | -$431K | – | 104 |
|
|
2023
Q1 | $431K | Buy |
524
+450
| +608% | +$370K | 0.14% | 62 |
|
|
2022
Q4 | $53.4K | Buy |
+74
| New | +$53.4K | 0.02% | 173 |
|
|
2018
Q4 | – | Sell |
-47
| Closed | -$18K | – | 415 |
|
|
2018
Q3 | $18K | Sell |
47
-21
| -31% | -$8.04K | 0.01% | 230 |
|
|
2018
Q2 | $23K | Sell |
68
-74
| -52% | -$25K | 0.02% | 196 |
|
|
2018
Q1 | $48K | Sell |
142
-2
| -1% | -$676 | 0.04% | 116 |
|
|
2017
Q4 | $54K | Buy |
144
+7
| +5% | +$2.63K | 0.04% | 107 |
|
|
2017
Q3 | $61K | Buy |
137
+71
| +108% | +$31.6K | 0.05% | 93 |
|
|
2017
Q2 | $32K | Sell |
66
-63
| -49% | -$30.5K | 0.03% | 133 |
|
|
2017
Q1 | $49K | Sell |
129
-2
| -2% | -$760 | 0.04% | 103 |
|
|
2016
Q4 | $48K | Sell |
131
-35
| -21% | -$12.8K | 0.04% | 110 |
|
|
2016
Q3 | $66K | Sell |
166
-1
| -0.6% | -$398 | 0.06% | 91 |
|
|
2016
Q2 | $58K | Hold |
167
| – | – | 0.05% | 97 |
|
|
2016
Q1 | $60K | Buy |
+167
| New | +$60K | 0.06% | 92 |
|