SOA Wealth Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08K | Sell |
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|
2025
Q1 | $5.53K | Hold |
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|
2024
Q4 | $8.11K | Sell |
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|
2024
Q3 | $17.8K | Hold |
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|
2024
Q2 | $31.6K | Sell |
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|
2024
Q1 | $28.9K | Hold |
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|
2023
Q4 | $27K | Sell |
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|
2023
Q3 | $28.5K | Hold |
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|
2023
Q2 | $33.5K | Hold |
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|
2023
Q1 | $42.4K | Sell |
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|
2022
Q4 | $51.2K | Sell |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $42K | Sell |
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|
2022
Q1 | $56K | Hold |
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|
2021
Q4 | $82K | Sell |
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|
2021
Q3 | $200K | Buy |
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|
2021
Q2 | $25K | Sell |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $73K | Buy |
|