1WA
180 Wealth Advisors’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Buy |
23,928
+642
| +3% | +$17.7K | 0.09% | 207 |
|
|
2025
Q1 | $660K | Buy |
23,286
+4,729
| +25% | +$134K | 0.11% | 186 |
|
|
2024
Q4 | $772K | Buy |
18,557
+578
| +3% | +$24K | 0.12% | 156 |
|
|
2024
Q3 | $1.2M | Buy |
17,979
+3,111
| +21% | +$208K | 0.19% | 115 |
|
|
2024
Q2 | $1.83M | Buy |
14,868
+160
| +1% | +$19.7K | 0.3% | 85 |
|
|
2024
Q1 | $1.57M | Buy |
14,708
+675
| +5% | +$71.9K | 0.28% | 92 |
|
|
2023
Q4 | $1.58M | Buy |
14,033
+266
| +2% | +$29.9K | 0.32% | 86 |
|
|
2023
Q3 | $1.42M | Buy |
13,767
+770
| +6% | +$79.5K | 0.32% | 84 |
|
|
2023
Q2 | $1.58M | Buy |
12,997
+69
| +0.5% | +$8.4K | 0.35% | 80 |
|
|
2023
Q1 | $1.99M | Buy |
12,928
+49
| +0.4% | +$7.53K | 0.46% | 64 |
|
|
2022
Q4 | $2.49M | Sell |
12,879
-293
| -2% | -$56.6K | 0.59% | 46 |
|
|
2022
Q3 | $1.56M | Sell |
13,172
-361
| -3% | -$42.7K | 0.43% | 69 |
|
|
2022
Q2 | $2.03M | Sell |
13,533
-375
| -3% | -$56.2K | 0.52% | 56 |
|
|
2022
Q1 | $2.12M | Buy |
13,908
+890
| +7% | +$136K | 0.46% | 59 |
|
|
2021
Q4 | $2.08M | Buy |
13,018
+876
| +7% | +$140K | 0.47% | 61 |
|
|
2021
Q3 | $3.94M | Sell |
12,142
-224
| -2% | -$72.6K | 0.87% | 25 |
|
|
2021
Q2 | $5.65M | Sell |
12,366
-267
| -2% | -$122K | 1.29% | 9 |
|
|
2021
Q1 | $2.04M | Buy |
12,633
+2,962
| +31% | +$478K | 0.51% | 55 |
|
|
2020
Q4 | $1.21M | Buy |
+9,671
| New | +$1.21M | 0.35% | 81 |
|
|
2020
Q3 | – | Sell |
-2,500
| Closed | -$237K | – | 281 |
|
|
2020
Q2 | $237K | Buy |
+2,500
| New | +$237K | 0.09% | 210 |
|