Laird Norton Wetherby Wealth Management’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $200K | Buy |
+4,812
| New | +$200K | 0.01% | 843 |
|
|
2024
Q3 | – | Sell |
-5,073
| Closed | -$602K | – | 942 |
|
|
2024
Q2 | $602K | Buy |
5,073
+607
| +14% | +$72.1K | 0.03% | 481 |
|
|
2024
Q1 | $476K | Buy |
4,466
+1,008
| +29% | +$107K | 0.02% | 570 |
|
|
2023
Q4 | $344K | Sell |
3,458
-1,834
| -35% | -$182K | 0.02% | 671 |
|
|
2023
Q3 | $547K | Sell |
5,292
-857
| -14% | -$88.5K | 0.03% | 492 |
|
|
2023
Q2 | $747K | Sell |
6,149
-1,573
| -20% | -$191K | 0.04% | 413 |
|
|
2023
Q1 | $1.19M | Buy |
7,722
+101
| +1% | +$15.5K | 0.07% | 294 |
|
|
2022
Q4 | $1.37M | Buy |
7,621
+725
| +11% | +$130K | 0.09% | 254 |
|
|
2022
Q3 | $816K | Buy |
6,896
+873
| +14% | +$103K | 0.06% | 334 |
|
|
2022
Q2 | $860K | Buy |
6,023
+202
| +3% | +$28.8K | 0.06% | 322 |
|
|
2022
Q1 | $1M | Buy |
5,821
+1,212
| +26% | +$209K | 0.06% | 310 |
|
|
2021
Q4 | $1.17M | Sell |
4,609
-802
| -15% | -$204K | 0.07% | 276 |
|
|
2021
Q3 | $2.08M | Buy |
5,411
+1,699
| +46% | +$654K | 0.13% | 151 |
|
|
2021
Q2 | $872K | Buy |
3,712
+384
| +12% | +$90.2K | 0.05% | 339 |
|
|
2021
Q1 | $436K | Buy |
3,328
+175
| +6% | +$22.9K | 0.03% | 479 |
|
|
2020
Q4 | $329K | Buy |
+3,153
| New | +$329K | 0.02% | 618 |
|