Avantax Advisory Services’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $483K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $700K | Buy |
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|
2024
Q1 | $537K | Buy |
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|
2023
Q4 | $327K | Sell |
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|
2023
Q3 | $607K | Buy |
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|
2023
Q2 | $713K | Sell |
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|
2023
Q1 | $926K | Sell |
|
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $923K | Buy |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $874K | Sell |
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|
2021
Q4 | $1.34M | Sell |
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|
2021
Q3 | $2.35M | Buy |
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|
2021
Q2 | $1.39M | Buy |
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|
2021
Q1 | $770K | Sell |
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|
2020
Q4 | $642K | Sell |
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|
2020
Q3 | $511K | Buy |
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