CBIZ Investment Advisory Services’s Moderna MRNA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$33.4K	Buy	1,211 +38	+3%	+$1.05K	﹤0.01%	174
2025 Q1	$33.3K	Buy	1,173 +48	+4%	+$1.36K	﹤0.01%	154
2024 Q4	$46.8K	Buy	1,125 +1,100	+4,400%	+$45.7K	﹤0.01%	115
2024 Q3	$1.67K	Buy	25 +14	+127%	+$935	﹤0.01%	355
2024 Q2	$1.31K	Buy	+11	New	+$1.31K	﹤0.01%	350