Summit Trail 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
Q1 | – | Sell |
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|
2024
Q4 | $303K | Buy |
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|
2024
Q3 | $358K | Buy |
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|
2024
Q2 | $423K | Buy |
|
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|
2024
Q1 | $336K | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $273K | Buy |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $229K | Buy |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Sell |
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|
2021
Q4 | $336K | Buy |
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|
2021
Q3 | $456K | Buy |
|