Sequoia 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
$369K Buy
2024
Q4
Sell
2024
Q3
$495K Sell
2024
Q2
$1.04M Buy
2024
Q1
$868K Buy
2023
Q4
$718K Buy
2023
Q3
$491K Buy
2023
Q2
$551K Buy
2023
Q1
$686K Sell
2022
Q4
$837K Buy
2022
Q3
$326K Sell
2022
Q2
$452K Buy
2022
Q1
$543K Buy
2021
Q4
$667K Buy
2021
Q3
Sell
2021
Q2
$261K Buy