Atria Wealth Solutions’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,006
| Closed | -$227K | – | 1736 |
|
|
2025
Q1 | $227K | Buy |
8,006
+211
| +3% | +$5.98K | ﹤0.01% | 1641 |
|
|
2024
Q4 | $324K | Buy |
7,795
+1,694
| +28% | +$70.4K | ﹤0.01% | 1480 |
|
|
2024
Q3 | $408K | Sell |
6,101
-21,307
| -78% | -$1.42M | ﹤0.01% | 1332 |
|
|
2024
Q2 | $3.25M | Buy |
27,408
+20,064
| +273% | +$2.38M | 0.04% | 459 |
|
|
2024
Q1 | $783K | Sell |
7,344
-32
| -0.4% | -$3.41K | 0.01% | 1017 |
|
|
2023
Q4 | $734K | Sell |
7,376
-83
| -1% | -$8.25K | 0.01% | 1004 |
|
|
2023
Q3 | $770K | Sell |
7,459
-3,585
| -32% | -$370K | 0.01% | 924 |
|
|
2023
Q2 | $1.34M | Sell |
11,044
-4,038
| -27% | -$491K | 0.02% | 717 |
|
|
2023
Q1 | $2.32M | Buy |
15,082
+1,862
| +14% | +$286K | 0.03% | 495 |
|
|
2022
Q4 | $2.37M | Sell |
13,220
-1,702
| -11% | -$306K | 0.04% | 451 |
|
|
2022
Q3 | $1.76M | Sell |
14,922
-941
| -6% | -$111K | 0.03% | 525 |
|
|
2022
Q2 | $2.27M | Sell |
15,863
-18
| -0.1% | -$2.57K | 0.04% | 384 |
|
|
2022
Q1 | $2.74M | Buy |
+15,881
| New | +$2.74M | 0.05% | 394 |
|