Zimmermann Investment Management & Planning’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,049
Closed -$370K 115
2023
Q2
$370K Buy
3,049
+603
+25% +$73.3K 0.17% 79
2023
Q1
$376K Buy
+2,446
New +$376K 0.2% 80