Mark Sheptoff Financial Planning’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $258 | Hold |
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|
2025
Q2 | $276 | Hold |
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|
2025
Q1 | $284 | Hold |
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|
2024
Q4 | $416 | Sell |
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|
2024
Q3 | $14K | Buy |
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|
2024
Q2 | $1.19K | Hold |
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|
2024
Q1 | $1.07K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $12.2K | Hold |
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|
2023
Q1 | $15.4K | Hold |
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|
2022
Q4 | $18K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6K | Sell |
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|
2021
Q3 | $58K | Sell |
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|
2021
Q2 | $59K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3K | Buy |
|