A detailed history of Kingswood Wealth Advisors, LLC transactions in Moderna, Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,813 shares of MRNA stock, worth $140,509. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,813
Previous 6,696 43.06%
Holding current value
$140,509
Previous $795 Million 67.95%
% of portfolio
0.02%
Previous 0.07%

Shares

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

Oct 21, 2024

SELL
$63.64 - $125.14 $183,474 - $360,778
-2,883 Reduced 43.06%
3,813 $255 Million
Q2 2024

Jul 09, 2024

BUY
$101.21 - $166.61 $75,603 - $124,457
747 Added 12.56%
6,696 $795 Million
Q1 2024

Apr 15, 2024

SELL
$85.37 - $115.44 $49,258 - $66,608
-577 Reduced 8.84%
5,949 $634 Million
Q4 2023

Jan 16, 2024

BUY
$69.51 - $104.43 $132,486 - $199,043
1,906 Added 41.26%
6,526 $649 Million
Q3 2023

Oct 23, 2023

BUY
$96.41 - $126.61 $224,249 - $294,494
2,326 Added 101.39%
4,620 $477 Million
Q2 2023

Aug 09, 2023

BUY
$118.5 - $160.53 $271,839 - $368,255
2,294 New
2,294 $279 Million

Others Institutions Holding MRNA

About Moderna, Inc.


  • Ticker MRNA
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Biotechnology
  • Shares Outstandng 391,200,000
  • Market Cap $14.4B
  • 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 Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.