Valeo Financial 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
Q2
$944K Buy
1,797
+609
+51% +$320K 0.02% 313
2025
Q1
$753K Sell
1,188
-63
-5% -$39.9K 0.02% 318
2024
Q4
$891K Sell
1,251
-296
-19% -$211K 0.02% 286
2024
Q3
$1.63M Buy
1,547
+442
+40% +$465K 0.05% 182
2024
Q2
$1.16M Buy
1,105
+210
+23% +$221K 0.04% 214
2024
Q1
$811K Buy
895
+255
+40% +$231K 0.03% 269
2023
Q4
$562K Buy
640
+21
+3% +$18.4K 0.02% 327
2023
Q3
$509K Buy
619
+103
+20% +$84.8K 0.02% 328
2023
Q2
$371K Sell
516
-98
-16% -$70.4K 0.02% 380
2023
Q1
$505K Buy
614
+158
+35% +$130K 0.02% 338
2022
Q4
$329K Buy
+456
New +$329K 0.02% 367
2022
Q1
Sell
-389
Closed -$246K 612
2021
Q4
$246K Buy
389
+6
+2% +$3.79K 0.01% 448
2021
Q3
$232K Buy
383
+19
+5% +$11.5K 0.01% 438
2021
Q2
$203K Buy
364
+4
+1% +$2.23K 0.01% 416
2021
Q1
$170K Sell
360
-160
-31% -$75.6K 0.01% 470
2020
Q4
$251K Buy
520
+1
+0.2% +$483 0.01% 365
2020
Q3
$291K Buy
519
+72
+16% +$40.4K 0.03% 253
2020
Q2
$279K Buy
447
+22
+5% +$13.7K 0.03% 261
2020
Q1
$218K Buy
425
+15
+4% +$7.69K 0.02% 281
2019
Q4
$154K Buy
410
+350
+583% +$131K 0.01% 368
2019
Q3
$17K Sell
60
-350
-85% -$99.2K ﹤0.01% 884
2019
Q2
$128K Buy
410
+350
+583% +$109K 0.01% 376
2019
Q1
$25K Sell
60
-50
-45% -$20.8K ﹤0.01% 710
2018
Q4
$41K Sell
110
-343
-76% -$128K 0.01% 544
2018
Q3
$154K Sell
453
-100
-18% -$34K 0.02% 319
2018
Q2
$203K Buy
553
+500
+943% +$184K 0.03% 277
2018
Q1
$18K Hold
53
﹤0.01% 742
2017
Q4
$20K Buy
53
+18
+51% +$6.79K ﹤0.01% 665
2017
Q3
$16K Buy
+35
New +$16K ﹤0.01% 597