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
2026 Q1	$508	Hold	10	–	–	﹤0.01%	682
2025 Q4	$295	Hold	10	–	–	﹤0.01%	776
2025 Q3	$258	Sell	10 -2	-17%	-$56	﹤0.01%	759
2025 Q2	$331	Buy	12 +2	+20%	+$53	﹤0.01%	738
2025 Q1	$284	Hold	10	–	–	﹤0.01%	766
2024 Q4	$416	Hold	10	–	–	﹤0.01%	867
2024 Q3	$668	Hold	10	–	–	﹤0.01%	802
2024 Q2	$1.19K	Hold	10	–	–	﹤0.01%	720
2024 Q1	$1.07K	Hold	10	–	–	﹤0.01%	786
2023 Q4	$995	Hold	10	–	–	﹤0.01%	761
2023 Q3	$1.03K	Hold	10	–	–	﹤0.01%	688
2023 Q2	$1.22K	Hold	10	–	–	﹤0.01%	721
2023 Q1	$1.54K	Sell	10 -100	-91%	-$16.5K	﹤0.01%	720
2022 Q4	$19.8K	Sell	110 -44	-29%	-$7.19K	﹤0.01%	464
2022 Q3	$18K	Buy	154 +10	+7%	+$1.52K	﹤0.01%	485
2022 Q2	$21K	Sell	144 -50	-26%	-$7.15K	﹤0.01%	459
2022 Q1	$33K	Buy	194 +144	+288%	+$24.2K	0.01%	398
2021 Q4	$13K	Hold	50	–	–	﹤0.01%	640
2021 Q3	$19K	Hold	50	–	–	﹤0.01%	574
2021 Q2	$12K	Buy	50 +40	+400%	+$7.15K	﹤0.01%	654
2021 Q1	$1K	Buy	+10	New	+$1.45K	﹤0.01%	964