Regent Peak 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
Q1 | – | Sell |
-320
| Closed | -$228K | – | 187 |
|
|
2024
Q4 | $228K | Buy |
320
+3
| +0.9% | +$2.14K | 0.05% | 147 |
|
|
2024
Q3 | $333K | Buy |
317
+3
| +1% | +$3.15K | 0.08% | 114 |
|
|
2024
Q2 | $330K | Buy |
314
+5
| +2% | +$5.26K | 0.08% | 114 |
|
|
2024
Q1 | $297K | Hold |
309
| – | – | 0.08% | 122 |
|
|
2023
Q4 | $271K | Buy |
309
+10
| +3% | +$8.78K | 0.07% | 121 |
|
|
2023
Q3 | $246K | Buy |
299
+7
| +2% | +$5.76K | 0.08% | 128 |
|
|
2023
Q2 | $210K | Buy |
292
+2
| +0.7% | +$1.44K | 0.06% | 146 |
|
|
2023
Q1 | $238K | Buy |
290
+3
| +1% | +$2.47K | 0.07% | 130 |
|
|
2022
Q4 | $207K | Buy |
+287
| New | +$207K | 0.07% | 152 |
|
|
2022
Q3 | – | Sell |
-371
| Closed | -$219K | – | 158 |
|
|
2022
Q2 | $219K | Buy |
+371
| New | +$219K | 0.07% | 145 |
|
|
2021
Q1 | – | Sell |
-160
| Closed | -$77K | – | 788 |
|
|
2020
Q4 | $77K | Buy |
+160
| New | +$77K | 0.03% | 245 |
|