Private Wealth Management Group’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.21K Buy
225
+28
+14% +$773 ﹤0.01% 665
2025
Q1
$5.59K Buy
197
+44
+29% +$1.25K ﹤0.01% 677
2024
Q4
$6.36K Buy
153
+53
+53% +$2.2K ﹤0.01% 644
2024
Q3
$6.68K Sell
100
-145
-59% -$9.69K ﹤0.01% 606
2024
Q2
$29.1K Buy
245
+137
+127% +$16.3K 0.01% 221
2024
Q1
$11.5K Buy
108
+54
+100% +$5.76K 0.01% 372
2023
Q4
$5.37K Buy
+54
New +$5.37K ﹤0.01% 606