Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $232K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $201K | Sell |
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|
2024
Q2 | $364K | Sell |
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|
2024
Q1 | $360K | Sell |
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|
2023
Q4 | $453K | Sell |
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|
2023
Q3 | $483K | Buy |
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|
2023
Q2 | $464K | Buy |
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|
2023
Q1 | $537K | Sell |
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|
2022
Q4 | $649K | Buy |
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|
2022
Q3 | $305K | Sell |
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|
2022
Q2 | $390K | Buy |
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|
2022
Q1 | $355K | Buy |
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|
2021
Q4 | $365K | Buy |
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|
2021
Q3 | $511K | Buy |
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|
2021
Q2 | $300K | Sell |
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|
2021
Q1 | $226K | Buy |
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|
2020
Q4 | $130K | Sell |
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|
2020
Q3 | $153K | Sell |
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|
2020
Q2 | $142K | Buy |
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|
2020
Q1 | $57K | Buy |
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|
2019
Q4 | $14K | Hold |
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|
2019
Q3 | $11K | Hold |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $14K | Buy |
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