Geneos Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.77K | Buy |
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|
2025
Q2 | $3.64K | Sell |
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|
2025
Q1 | $10K | Sell |
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|
2024
Q4 | $36.7K | Sell |
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|
2024
Q3 | $140K | Buy |
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|
2024
Q2 | $157K | Hold |
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|
2024
Q1 | $141K | Sell |
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|
2023
Q4 | $171K | Sell |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $191K | Buy |
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|
2023
Q1 | $234K | Sell |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $778K | Sell |
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|
2022
Q1 | $894K | Buy |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $1.71M | Hold |
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|
2021
Q2 | $1.17M | Sell |
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|
2021
Q1 | $988K | Sell |
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|
2020
Q4 | $863K | Buy |
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|
2020
Q3 | $296K | Buy |
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|
2020
Q2 | $235K | Buy |
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|
2020
Q1 | $79K | Buy |
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