Summit Wealth & Retirement Planning, Inc. Moderna, Inc. Transaction History

Summit Wealth & Retirement Planning, Inc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$135.66 - $197.02 $195,893 - $284,496	-1,444 Reduced 40.54%	2,118 $325,000
Q4 2022 Feb 09, 2023	SELL	$118.38 - $210.04 $2,722 - $4,830	-23 Reduced 0.64%	3,562 $640,000
Q3 2022 Nov 10, 2022	SELL	$118.07 - $194.18 $1,180 - $1,941	-10 Reduced 0.28%	3,585 $424,000
Q2 2022 Aug 02, 2022	SELL	$117.13 - $176.59 $3,982 - $6,004	-34 Reduced 0.94%	3,595 $514,000
Q1 2022 May 12, 2022	BUY	$126.46 - $235.05 $225,731 - $419,564	1,785 Added 96.8%	3,629 $625,000
Q4 2021 Feb 03, 2022	BUY	$225.82 - $368.51 $416,412 - $679,532	1,844 New	1,844 $468,000
Q4 2020 Feb 09, 2021	SELL	$65.74 - $169.86 $197,614 - $510,599	-3,006 Closed	0 $0
Q3 2020 Nov 10, 2020	SELL	$54.34 - $94.85 $398,746 - $696,009	-7,338 Reduced 70.94%	3,006 $213,000
Q2 2020 Aug 13, 2020	SELL	$29.67 - $80.0 $214,543 - $578,480	-7,231 Reduced 41.14%	10,344 $664,000
Q1 2020 May 11, 2020	BUY	$17.78 - $31.58 $312,483 - $555,018	17,575 New	17,575 $526,000

1,113

241M

9.26M

12.1M

Ticker MRNA
Exchange NASDAQ
Sector Healthcare
Industry Biotechnology
Shares Outstandng 391,200,000
Market Cap $25.7B
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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