Atwood & Palmer’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 | Hold |
100
| – | – | ﹤0.01% | 457 |
|
|
2025
Q1 | $2.84K | Hold |
100
| – | – | ﹤0.01% | 384 |
|
|
2024
Q4 | $4.16K | Sell |
100
-400
| -80% | -$16.6K | ﹤0.01% | 388 |
|
|
2024
Q3 | $33.4K | Hold |
500
| – | – | ﹤0.01% | 254 |
|
|
2024
Q2 | $59.4K | Hold |
500
| – | – | ﹤0.01% | 216 |
|
|
2024
Q1 | $53.3K | Hold |
500
| – | – | ﹤0.01% | 208 |
|
|
2023
Q4 | $49.7K | Sell |
500
-1
| -0.2% | -$99 | ﹤0.01% | 218 |
|
|
2023
Q3 | $51.7K | Buy |
501
+1
| +0.2% | +$103 | ﹤0.01% | 211 |
|
|
2023
Q2 | $60.8K | Hold |
500
| – | – | 0.01% | 213 |
|
|
2023
Q1 | $76.8K | Sell |
500
-1,000
| -67% | -$154K | 0.01% | 186 |
|
|
2022
Q4 | $269K | Buy |
1,500
+1,100
| +275% | +$198K | 0.02% | 132 |
|
|
2022
Q3 | $47K | Hold |
400
| – | – | ﹤0.01% | 203 |
|
|
2022
Q2 | $57K | Hold |
400
| – | – | 0.01% | 199 |
|
|
2022
Q1 | $69K | Sell |
400
-400
| -50% | -$69K | 0.01% | 202 |
|
|
2021
Q4 | $203K | Sell |
800
-50
| -6% | -$12.7K | 0.02% | 149 |
|
|
2021
Q3 | $327K | Hold |
850
| – | – | 0.03% | 127 |
|
|
2021
Q2 | $200K | Hold |
850
| – | – | 0.02% | 148 |
|
|
2021
Q1 | $111K | Hold |
850
| – | – | 0.01% | 174 |
|
|
2020
Q4 | $89K | Buy |
850
+50
| +6% | +$5.24K | 0.01% | 178 |
|
|
2020
Q3 | $57K | Buy |
+800
| New | +$57K | 0.01% | 182 |
|