Ep Wealth Advisors, LLC Moderna, Inc. Transaction History

Ep Wealth Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$85.37 - $115.44 $203,607 - $275,324	2,385 New	2,385 $254,000
Q3 2023 Nov 22, 2023	BUY	$96.41 - $126.61 $193,494 - $254,106	2,007 Added 162.64%	3,241 $334,000
Q2 2023 Aug 14, 2023	SELL	$118.5 - $160.53 $15.5 Million - $20.9 Million	-130,446 Reduced 99.06%	1,234 $149,000
Q1 2023 Jun 05, 2023	BUY	$135.66 - $197.02 $17.9 Million - $25.9 Million	131,680 New	131,680 $20.2 Million
Q4 2022 Jun 12, 2023	SELL	$118.38 - $210.04 $15.4 Million - $27.2 Million	-129,736 Reduced 98.52%	1,944 $349,000
Q2 2022 Aug 11, 2022	BUY	$117.13 - $176.59 $55,285 - $83,350	472 Added 32.37%	1,930 $276,000
Q1 2022 May 20, 2022	SELL	$126.46 - $235.05 $39,708 - $73,805	-314 Reduced 17.72%	1,458 $251,000
Q4 2021 Feb 17, 2022	BUY	$225.82 - $368.51 $13,775 - $22,479	61 Added 3.57%	1,772 $450,000
Q3 2021 Nov 23, 2021	SELL	$221.9 - $484.47 $21.9 Million - $47.7 Million	-98,525 Reduced 98.29%	1,711 $658,000
Q3 2021 Nov 16, 2021	BUY	$221.9 - $484.47 $21.9 Million - $47.8 Million	98,585 Added 5971.23%	100,236 $658,000
Q2 2021 Aug 24, 2021	BUY	$129.91 - $234.98 $214,481 - $387,951	1,651 New	1,651 $388,000

1,114

241M

9.26M

12.1M

Ticker MRNA
Exchange NASDAQ
Sector Healthcare
Industry Biotechnology
Shares Outstandng 391,200,000
Market Cap $25B
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...

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