Heritage Wealth 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
Q2 | $27.6K | Hold |
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|
2025
Q1 | $28.4K | Hold |
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|
2024
Q4 | $41.6K | Hold |
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|
2024
Q3 | $66.8K | Hold |
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|
2024
Q2 | $119K | Hold |
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|
2024
Q1 | $107K | Hold |
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|
2023
Q4 | $99.5K | Hold |
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|
2023
Q3 | $103K | Hold |
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|
2023
Q2 | $122K | Hold |
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|
2023
Q1 | $154K | Hold |
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|
2022
Q4 | $180K | Hold |
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|
2022
Q3 | $118K | Sell |
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|
2022
Q2 | $143K | Hold |
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|
2022
Q1 | $173K | Hold |
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|
2021
Q4 | $254K | Hold |
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|
2021
Q3 | $386K | Hold |
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|
2021
Q2 | $235K | Hold |
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|
2021
Q1 | $131K | Hold |
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|
2020
Q4 | $105K | Hold |
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|
2020
Q3 | $70.9K | Buy |
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|
2020
Q2 | $64.2K | Hold |
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|
2020
Q1 | $29.9K | Buy |
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