Klingman & Associates’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,906
Closed -$345K 269
2024
Q2
$345K Buy
2,906
+18
+0.6% +$2.14K 0.02% 178
2024
Q1
$308K Sell
2,888
-965
-25% -$103K 0.02% 190
2023
Q4
$383K Buy
+3,853
New +$383K 0.03% 159