LA
LM Advisors’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
+13,274
| New | +$366K | 0.05% | 139 |
|
|
2024
Q4 | – | Sell |
-9,249
| Closed | -$618K | – | 195 |
|
|
2024
Q3 | $618K | Buy |
9,249
+500
| +6% | +$33.4K | 0.13% | 104 |
|
|
2024
Q2 | $1.04M | Sell |
8,749
-3
| -0% | -$356 | ﹤0.01% | 92 |
|
|
2024
Q1 | $1.95M | Sell |
8,752
-2,300
| -21% | -$512K | 0.31% | 66 |
|
|
2023
Q4 | $1.1M | Buy |
+11,052
| New | +$1.1M | 0.22% | 72 |
|