CIBC Private Wealth Group’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
8,395
+1,669
| +25% | +$46K | ﹤0.01% | 1060 |
|
|
2025
Q1 | $166K | Sell |
6,726
-320
| -5% | -$7.89K | ﹤0.01% | 1149 |
|
|
2024
Q4 | $304K | Buy |
7,046
+2,979
| +73% | +$129K | ﹤0.01% | 1008 |
|
|
2024
Q3 | $272K | Sell |
4,067
-924
| -19% | -$61.8K | ﹤0.01% | 1057 |
|
|
2024
Q2 | $581K | Sell |
4,991
-1,857
| -27% | -$216K | ﹤0.01% | 781 |
|
|
2024
Q1 | $723K | Buy |
6,848
+3,980
| +139% | +$420K | ﹤0.01% | 746 |
|
|
2023
Q4 | $285K | Sell |
2,868
-479
| -14% | -$47.6K | ﹤0.01% | 952 |
|
|
2023
Q3 | $346K | Buy |
3,347
+1,363
| +69% | +$141K | ﹤0.01% | 844 |
|
|
2023
Q2 | $241K | Sell |
1,984
-345
| -15% | -$41.9K | ﹤0.01% | 808 |
|
|
2023
Q1 | $358K | Sell |
2,329
-8,244
| -78% | -$1.27M | ﹤0.01% | 756 |
|
|
2022
Q4 | $1.9K | Buy |
10,573
+8,496
| +409% | +$1.53K | ﹤0.01% | 754 |
|
|
2022
Q3 | $246K | Sell |
2,077
-140
| -6% | -$16.6K | ﹤0.01% | 823 |
|
|
2022
Q2 | $316K | Sell |
2,217
-5,431
| -71% | -$774K | ﹤0.01% | 788 |
|
|
2022
Q1 | $1.32M | Buy |
7,648
+5,393
| +239% | +$929K | ﹤0.01% | 596 |
|
|
2021
Q4 | $573K | Sell |
2,255
-1,042
| -32% | -$265K | ﹤0.01% | 744 |
|
|
2021
Q3 | $1.27M | Buy |
3,297
+645
| +24% | +$248K | ﹤0.01% | 576 |
|
|
2021
Q2 | $623K | Buy |
2,652
+80
| +3% | +$18.8K | ﹤0.01% | 764 |
|
|
2021
Q1 | $337K | Buy |
2,572
+34
| +1% | +$4.46K | ﹤0.01% | 881 |
|
|
2020
Q4 | $265K | Buy |
+2,538
| New | +$265K | ﹤0.01% | 893 |
|
|
2020
Q2 | – | Sell |
-23,763
| Closed | -$712K | – | 731 |
|
|
2020
Q1 | $712K | Buy |
+23,763
| New | +$712K | ﹤0.01% | 563 |
|