MN Wealth Advisors’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$831K Sell
30,125
-193
-0.6% -$5.33K 0.48% 47
2025
Q1
$860K Buy
30,318
+244
+0.8% +$6.92K 0.5% 46
2024
Q4
$1.25M Buy
+30,074
New +$1.25M 0.7% 32