AllSquare Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76K | Sell |
100
-100
| -50% | -$2.76K | ﹤0.01% | 458 |
|
|
2025
Q1 | $5.67K | Hold |
200
| – | – | ﹤0.01% | 423 |
|
|
2024
Q4 | $8.32K | Hold |
200
| – | – | ﹤0.01% | 396 |
|
|
2024
Q3 | $13.4K | Hold |
200
| – | – | 0.01% | 354 |
|
|
2024
Q2 | $23.8K | Hold |
200
| – | – | 0.01% | 280 |
|
|
2024
Q1 | $21.3K | Hold |
200
| – | – | 0.01% | 290 |
|
|
2023
Q4 | $19.9K | Hold |
200
| – | – | 0.01% | 297 |
|
|
2023
Q3 | $20.7K | Hold |
200
| – | – | 0.01% | 287 |
|
|
2023
Q2 | $25.8K | Hold |
200
| – | – | 0.02% | 276 |
|
|
2023
Q1 | $30.7K | Hold |
200
| – | – | 0.02% | 265 |
|
|
2022
Q4 | $35.9K | Hold |
200
| – | – | 0.02% | 232 |
|
|
2022
Q3 | $24K | Hold |
200
| – | – | 0.02% | 264 |
|
|
2022
Q2 | $29K | Buy |
200
+50
| +33% | +$7.25K | 0.02% | 257 |
|
|
2022
Q1 | $26K | Buy |
+150
| New | +$26K | 0.02% | 292 |
|