Moderna shares owned by EP Wealth Advisors
Historical chart of EP Wealth Advisors investment in Moderna
Tip: Access up to 7 years of quarterly data
All positions including Moderna held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Moderna by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $254k | 2.4k | 106.55 |
| 2023-09-30 | $335k | 3.2k | 103.28 |
| 2023-06-30 | $387k | 1.2k | 313.32 |
| 2023-03-31 | $14M | 132k | 106.39 |
| 2022-12-31 | $349k | 1.9k | 179.63 |
| 2022-06-30 | $276k | 1.9k | 143.01 |
| 2022-03-31 | $251k | 1.5k | 172.15 |
| 2021-12-31 | $450k | 1.8k | 253.95 |
| 2021-09-30 | $658k | 1.7k | 384.57 |
| 2021-06-30 | $388k | 1.7k | 235.01 |