Aufman Associates’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
16,191
+1,317
| +9% | +$35.8K | 0.27% | 35 |
|
|
2025
Q1 | $463K | Buy |
14,874
+3,808
| +34% | +$119K | 0.32% | 30 |
|
|
2024
Q4 | $460K | Buy |
11,066
+2,299
| +26% | +$95.6K | 0.31% | 30 |
|
|
2024
Q3 | $586K | Buy |
8,767
+2,261
| +35% | +$151K | 0.38% | 25 |
|
|
2024
Q2 | $773K | Buy |
6,506
+2,206
| +51% | +$262K | 0.55% | 18 |
|
|
2024
Q1 | $458K | Buy |
+4,300
| New | +$458K | 0.32% | 23 |
|