Kovitz Investment Group 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
Q4 | – | Sell |
|
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|
2025
Q3 | $312K | Buy |
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|
2025
Q2 | $251K | Buy |
|
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|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $327K | Sell |
|
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|
2024
Q3 | $3.13M | Buy |
|
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|
2024
Q2 | $5.59M | Buy |
|
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|
2024
Q1 | $3.79M | Buy |
|
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|
2023
Q4 | $3.42M | Sell |
|
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|
2023
Q3 | $3.93M | Sell |
|
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|
2023
Q2 | $4.82M | Sell |
|
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|
2023
Q1 | $6.4M | Buy |
|
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|
2022
Q4 | $7.41M | Buy |
|
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|
2022
Q3 | $4.77M | Buy |
|
|||||
|
2022
Q2 | $5.75M | Buy |
|
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|
2022
Q1 | $6.77M | Buy |
|
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $248K | Buy |
|