Personal CFO Solutions’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Buy
+8,342
New +$230K 0.04% 426
2021
Q2
Sell
-3,659
Closed -$479K 455
2021
Q1
$479K Buy
3,659
+1,300
+55% +$170K 0.1% 186
2020
Q4
$246K Buy
+2,359
New +$246K 0.06% 296