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Willner & Heller’s Moderna MRNA Stock Holding History

Willner & Heller’s Portfolio MRNA Stock Details MRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,235
Closed -$262K – 154
2025
Q1 		$262K Buy
9,235
+2,215
+32% +$62.8K 0.24% 125
2024
Q4 		$292K Sell
7,020
-275
-4% -$11.4K 0.26% 118
2024
Q3 		$488K Buy
+7,295
New +$488K 0.43% 78