Plante Moran Financial 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
Q3
$258 Sell
2025
Q2
$331 Buy
2025
Q1
$284 Hold
2024
Q4
$416 Hold
2024
Q3
$668 Hold
2024
Q2
$1.19K Hold
2024
Q1
$1.07K Hold
2023
Q4
$995 Hold
2023
Q3
$1.03K Hold
2023
Q2
$1.22K Hold
2023
Q1
$1.54K Sell
2022
Q4
$19.8K Sell
2022
Q3
$18K Buy
2022
Q2
$21K Sell
2022
Q1
$33K Buy
2021
Q4
$13K Hold
2021
Q3
$19K Hold
2021
Q2
$12K Buy
2021
Q1
$1K Buy