Concord Wealth Partners’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 | $138K | Buy |
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|
2025
Q1 | $6.8K | Buy |
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|
2024
Q4 | $5.49K | Sell |
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|
2024
Q3 | $34.1K | Buy |
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|
2024
Q2 | $48.6K | Buy |
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|
2024
Q1 | $14.1K | Sell |
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|
2023
Q4 | $20.3K | Hold |
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|
2023
Q3 | $21.1K | Hold |
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|
2023
Q2 | $24.8K | Hold |
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|
2023
Q1 | $31.3K | Hold |
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|
2022
Q4 | $36.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $35K | Sell |
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|
2021
Q4 | $77K | Buy |
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|
2021
Q3 | $28K | Hold |
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|
2021
Q2 | $17K | Sell |
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|
2021
Q1 | $17K | Buy |
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|
2020
Q4 | $8K | Buy |
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