Ownership history in TrinityPoint Wealth, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which TrinityPoint 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 Q3 | REDUCED | 258 | -8 | -3.0% | 0.04% | $271K | $1044.19 |
| 2024 Q2 | ADDED | 266 | +7 | +2.7% | 0.04% | $280K | $1043.98 |
| 2024 Q1 | REDUCED | 259 | -3 | -1.1% | 0.04% | $249K | $956.03 |
| 2023 Q4 | ADDED | 262 | +12 | +4.8% | 0.04% | $230K | $872.40 |
| 2023 Q3 | INITIATED | 250 | — | — | 0.04% | $206K | — |
As of 2025 Q4 — sorted by position size