Optimum Investment Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $7.07K | Sell |
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|
2024
Q3 | $60.4K | Sell |
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|
2024
Q2 | $164K | Sell |
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|
2024
Q1 | $159K | Buy |
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|
2023
Q4 | $128K | Sell |
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|
2023
Q3 | $154K | Hold |
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|
2023
Q2 | $181K | Sell |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $364K | Hold |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $318K | Sell |
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|
2022
Q1 | $400K | Sell |
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|
2021
Q4 | $616K | Buy |
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|
2021
Q3 | $89K | Sell |
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|
2021
Q2 | $94K | Buy |
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|
2021
Q1 | $46K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $12K | Buy |
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