Moderna shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Moderna (MRNA) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Moderna
Tip: Access up to 7 years of quarterly data
All positions including Moderna held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Moderna by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26k | 1.0k | 25.83 |
| 2025-06-30 | $28k | 1.0k | 27.59 |
| 2025-03-31 | $28k | 1.0k | 28.35 |
| 2024-12-31 | $42k | 1.0k | 41.58 |
| 2024-09-30 | $67k | 1.0k | 66.83 |
| 2024-06-30 | $119k | 1.0k | 118.75 |
| 2024-03-31 | $107k | 1.0k | 106.56 |
| 2023-12-31 | $102k | 1.0k | 99.45 |
| 2023-09-30 | $103k | 1.0k | 103.29 |
| 2023-06-30 | $122k | 1.0k | 121.50 |
| 2023-03-31 | $154k | 1.0k | 153.58 |
| 2022-12-31 | $180k | 1.0k | 179.62 |
| 2022-09-30 | $118k | 1.0k | 118.00 |
| 2022-06-30 | $143k | 1.0k | 142.71 |
| 2022-03-31 | $173k | 1.0k | 172.65 |
| 2021-12-31 | $255k | 1.0k | 253.98 |
| 2021-09-30 | $386k | 1.0k | 384.86 |
| 2021-06-30 | $235k | 1.0k | 234.98 |
| 2021-03-31 | $131k | 1.0k | 130.95 |
| 2020-12-31 | $105k | 1.0k | 104.79 |
| 2020-09-30 | $71k | 1.0k | 70.75 |
| 2020-06-30 | $64k | 77k | 0.83 |
| 2020-03-31 | $30k | 1.0k | 29.95 |