Apollon 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 | $487K | Buy |
17,647
+8,098
| +85% | +$223K | 0.01% | 823 |
|
2025
Q1 | $271K | Buy |
9,549
+3,089
| +48% | +$87.6K | 0.01% | 989 |
|
2024
Q4 | $269K | Buy |
6,460
+1,396
| +28% | +$58K | 0.01% | 986 |
|
2024
Q3 | $338K | Buy |
5,064
+962
| +23% | +$64.3K | 0.01% | 872 |
|
2024
Q2 | $487K | Buy |
4,102
+718
| +21% | +$85.3K | 0.01% | 691 |
|
2024
Q1 | $361K | Buy |
3,384
+514
| +18% | +$54.8K | 0.01% | 801 |
|
2023
Q4 | $285K | Sell |
2,870
-3,388
| -54% | -$337K | 0.01% | 856 |
|
2023
Q3 | $646K | Buy |
6,258
+4,537
| +264% | +$469K | 0.03% | 479 |
|
2023
Q2 | $209K | Sell |
1,721
-578
| -25% | -$70.2K | 0.01% | 856 |
|
2023
Q1 | $353K | Sell |
2,299
-912
| -28% | -$140K | 0.02% | 633 |
|
2022
Q4 | $577K | Buy |
3,211
+834
| +35% | +$150K | 0.04% | 464 |
|
2022
Q3 | $281K | Sell |
2,377
-558
| -19% | -$66K | 0.02% | 624 |
|
2022
Q2 | $419K | Sell |
2,935
-431
| -13% | -$61.5K | 0.03% | 472 |
|
2022
Q1 | $580K | Sell |
3,366
-2,236
| -40% | -$385K | 0.04% | 425 |
|
2021
Q4 | $1.36M | Buy |
5,602
+4,189
| +296% | +$1.01M | 0.1% | 225 |
|
2021
Q3 | $544K | Buy |
1,413
+228
| +19% | +$87.8K | 0.07% | 252 |
|
2021
Q2 | $278K | Buy |
+1,185
| New | +$278K | 0.05% | 299 |
|
2020
Q3 | – | Sell |
-638
| Closed | -$41K | – | 490 |
|
2020
Q2 | $41K | Buy |
+638
| New | +$41K | 0.02% | 274 |
|