Plante Moran Financial 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 | $331 | Buy |
12
+2
| +20% | +$55 | ﹤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% | -$15.4K | ﹤0.01% | 720 |
|
|
2022
Q4 | $19.8K | Sell |
110
-44
| -29% | -$7.9K | ﹤0.01% | 464 |
|
|
2022
Q3 | $18K | Buy |
154
+10
| +7% | +$1.17K | ﹤0.01% | 485 |
|
|
2022
Q2 | $21K | Sell |
144
-50
| -26% | -$7.29K | ﹤0.01% | 457 |
|
|
2022
Q1 | $33K | Buy |
194
+144
| +288% | +$24.5K | 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% | +$9.6K | ﹤0.01% | 654 |
|
|
2021
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 964 |
|