SSWM
Sheets Smith Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Buy |
1,281
+55
| +4% | +$28.9K | 0.08% | 234 |
|
|
2025
Q1 | $778K | Buy |
1,226
+66
| +6% | +$41.9K | 0.1% | 190 |
|
|
2024
Q4 | $826K | Buy |
1,160
+45
| +4% | +$32.1K | 0.1% | 177 |
|
|
2024
Q3 | $1.17M | Hold |
1,115
| – | – | 0.14% | 138 |
|
|
2024
Q2 | $1.17M | Buy |
1,115
+57
| +5% | +$59.9K | 0.14% | 144 |
|
|
2024
Q1 | $1.02M | Buy |
1,058
+601
| +132% | +$578K | 0.11% | 163 |
|
|
2023
Q4 | $401K | Buy |
457
+7
| +2% | +$6.15K | 0.06% | 255 |
|
|
2023
Q3 | $370K | Hold |
450
| – | – | 0.06% | 246 |
|
|
2023
Q2 | $323K | Hold |
450
| – | – | 0.05% | 269 |
|
|
2023
Q1 | $370K | Hold |
450
| – | – | 0.06% | 236 |
|
|
2022
Q4 | $325K | Hold |
450
| – | – | 0.05% | 246 |
|
|
2022
Q3 | $310K | Hold |
450
| – | – | 0.05% | 239 |
|
|
2022
Q2 | $266K | Hold |
450
| – | – | 0.04% | 258 |
|
|
2022
Q1 | $314K | Hold |
450
| – | – | 0.04% | 275 |
|
|
2021
Q4 | $284K | Hold |
450
| – | – | 0.04% | 314 |
|
|
2021
Q3 | $272K | Hold |
450
| – | – | 0.04% | 315 |
|
|
2021
Q2 | $251K | Sell |
450
-65
| -13% | -$36.3K | 0.03% | 323 |
|
|
2021
Q1 | $244K | Hold |
515
| – | – | 0.04% | 298 |
|
|
2020
Q4 | $249K | Buy |
+515
| New | +$249K | 0.04% | 297 |
|
|
2017
Q3 | – | Sell |
-2,395
| Closed | -$1.18M | – | 315 |
|
|
2017
Q2 | $1.18M | Buy |
+2,395
| New | +$1.18M | 0.31% | 89 |
|