Marietta Wealth Management’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-19,616
Closed -$2.03M 103
2023
Q3
$2.03M Buy
19,616
+1,239
+7% +$128K 0.4% 79
2023
Q2
$2.23M Buy
18,377
+5,477
+42% +$665K 0.42% 80
2023
Q1
$1.98M Buy
+12,900
New +$1.98M 0.42% 76