Plante Moran Financial Advisors’s Novavax NVAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-352
| Closed | -$2.83K | – | 921 |
|
|
2024
Q4 | $2.83K | Buy |
352
+317
| +906% | +$2.55K | ﹤0.01% | 754 |
|
|
2024
Q3 | $442 | Buy |
+35
| New | +$442 | ﹤0.01% | 831 |
|
|
2022
Q4 | – | Sell |
-138
| Closed | -$3K | – | 946 |
|
|
2022
Q3 | $3K | Hold |
138
| – | – | ﹤0.01% | 758 |
|
|
2022
Q2 | $7K | Hold |
138
| – | – | ﹤0.01% | 664 |
|
|
2022
Q1 | $10K | Buy |
+138
| New | +$10K | ﹤0.01% | 601 |
|
|
2021
Q4 | – | Sell |
-7
| Closed | -$1K | – | 1074 |
|
|
2021
Q3 | $1K | Sell |
7
-40
| -85% | -$5.71K | ﹤0.01% | 897 |
|
|
2021
Q2 | $10K | Buy |
+47
| New | +$10K | ﹤0.01% | 680 |
|
|
2021
Q1 | – | Sell |
-3,000
| Closed | -$335K | – | 1097 |
|
|
2020
Q4 | $335K | Buy |
+3,000
| New | +$335K | 0.1% | 119 |
|