A detailed history of Concord Wealth Partners transactions in Moderna, Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 510 shares of MRNA stock, worth $21,618. This represents 0.01% of its overall portfolio holdings.

Number of Shares
510
Previous 410 24.39%
Holding current value
$21,618
Previous $48,000 29.17%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$63.64 - $125.14 $6,364 - $12,514
100 Added 24.39%
510 $34,000
Q2 2024

Jul 31, 2024

BUY
$101.21 - $166.61 $28,136 - $46,317
278 Added 210.61%
410 $48,000
Q1 2024

Apr 30, 2024

SELL
$85.37 - $115.44 $6,146 - $8,311
-72 Reduced 35.29%
132 $14,000
Q4 2022

Jan 27, 2023

BUY
$118.38 - $210.04 $24,149 - $42,848
204 New
204 $36,000
Q1 2022

Apr 20, 2022

SELL
$126.46 - $235.05 $12,393 - $23,034
-98 Reduced 32.45%
204 $35,000
Q4 2021

Jan 21, 2022

BUY
$225.82 - $368.51 $51,938 - $84,757
230 Added 319.44%
302 $77,000
Q2 2021

Jul 29, 2021

SELL
$129.91 - $234.98 $7,404 - $13,393
-57 Reduced 44.19%
72 $17,000
Q1 2021

May 13, 2021

BUY
$109.18 - $185.98 $6,223 - $10,600
57 Added 79.17%
129 $17,000
Q4 2020

Feb 16, 2021

BUY
$65.74 - $169.86 $4,733 - $12,229
72 New
72 $8,000

Others Institutions Holding MRNA

About Moderna, Inc.


  • Ticker MRNA
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Biotechnology
  • Shares Outstandng 391,200,000
  • Market Cap $16.6B
  • Description
  • Moderna, Inc., a biotechnology company, discovers, develops, and commercializes messenger RNA therapeutics and vaccines for the treatment of infectious diseases, immuno-oncology, rare diseases, cardiovascular diseases, and auto-immune diseases in the United States, Europe, and internationally. Its respiratory vaccines include COVID-19, flu, resp...
More about MRNA
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.