Regent Peak Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-320	Closed	-$228K	–	187
2024 Q4	$228K	Buy	320 +3	+0.9%	+$2.52K	0.05%	147
2024 Q3	$333K	Buy	317 +3	+1%	+$3.34K	0.08%	114
2024 Q2	$330K	Buy	314 +5	+2%	+$4.85K	0.08%	114
2024 Q1	$297K	Hold	309	–	–	0.08%	122
2023 Q4	$271K	Buy	309 +10	+3%	+$8.23K	0.07%	121
2023 Q3	$246K	Buy	299 +7	+2%	+$5.5K	0.08%	128
2023 Q2	$210K	Buy	292 +2	+0.7%	+$1.54K	0.06%	146
2023 Q1	$238K	Buy	290 +3	+1%	+$2.26K	0.07%	130
2022 Q4	$207K	Buy	+287	New	+$212K	0.07%	152
2022 Q3	–	Sell	-371	Closed	-$219K	–	158
2022 Q2	$219K	Buy	+371	New	+$241K	0.07%	145
2021 Q1	–	Sell	-160	Closed	-$77K	–	788
2020 Q4	$77K	Buy	+160	New	+$86.4K	0.03%	245