Trevian Wealth Management’s Repligen RGEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Buy |
+5,456
| New | +$679K | 0.41% | 22 |
|
|
2024
Q4 | – | Sell |
-1,501
| Closed | -$223K | – | 30 |
|
|
2024
Q3 | $223K | Buy |
+1,501
| New | +$223K | 0.18% | 27 |
|
|
2024
Q2 | – | Sell |
-1,501
| Closed | -$276K | – | 17 |
|
|
2024
Q1 | $276K | Sell |
1,501
-600
| -29% | -$110K | 0.19% | 26 |
|
|
2023
Q4 | $378K | Buy |
+2,101
| New | +$378K | 0.29% | 21 |
|