Claro Advisors’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$234K Sell
2024
Q3
$455K Buy
2024
Q2
$659K Buy
2024
Q1
$579K Sell
2023
Q4
$558K Buy
2023
Q3
$235K Buy
2023
Q2
$239K Sell
2023
Q1
$307K Sell
2022
Q4
$380K Sell
2022
Q3
$336K Hold
2022
Q2
$336K Sell
2022
Q1
$678K Hold
2021
Q4
$678K Buy
2021
Q3
$960K Buy
2021
Q2
$507K Sell
2021
Q1
$375K Buy
2020
Q4
$238K Sell
2020
Q3
$334K Buy