Integrated Wealth Concepts’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $332K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $422K | Buy |
|
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|
2024
Q2 | $641K | Buy |
|
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|
2024
Q1 | $538K | Sell |
|
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|
2023
Q4 | $537K | Sell |
|
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|
2023
Q3 | $651K | Buy |
|
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|
2023
Q2 | $747K | Sell |
|
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|
2023
Q1 | $1.19M | Buy |
|
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|
2022
Q4 | $1.1M | Buy |
|
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|
2022
Q3 | $711K | Sell |
|
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|
2022
Q2 | $960K | Buy |
|
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|
2022
Q1 | $1.1M | Buy |
|
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|
2021
Q4 | $1.48M | Sell |
|
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|
2021
Q3 | $2.32M | Buy |
|
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|
2021
Q2 | $1.09M | Sell |
|
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|
2021
Q1 | $711K | Sell |
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|
2020
Q4 | $667K | Buy |
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|
2020
Q3 | $272K | Buy |
|