Ownership history in Transform Wealth, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in REGENERON PHARMACEUTICALS (REGN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 291 | -9,438 | -97.0% | 0.01% | $207K | $707.55 |
| 2024 Q3 | ADDED | 9,729 | +677 | +7.5% | 0.68% | $10.2M | $1044.19 |
| 2024 Q2 | ADDED | 9,052 | +258 | +2.9% | 0.71% | $9.5M | $1043.98 |
| 2024 Q1 | ADDED | 8,794 | +344 | +4.1% | 0.80% | $8.5M | $956.03 |
| 2023 Q4 | ADDED | 8,450 | +328 | +4.0% | 0.72% | $7.4M | $872.40 |
| 2023 Q3 | ADDED | 8,122 | +373 | +4.8% | 0.70% | $6.7M | $817.44 |
| 2023 Q2 | INITIATED | 7,749 | — | — | 0.50% | $5.6M | $713.72 |
As of 2025 Q4 — sorted by position size