Avantax Advisory Services’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
9,455
+1,368
| +17% | +$37.7K | ﹤0.01% | 2022 |
|
|
2025
Q1 | $229K | Sell |
8,087
-3,535
| -30% | -$100K | ﹤0.01% | 2014 |
|
|
2024
Q4 | $483K | Buy |
+11,622
| New | +$483K | ﹤0.01% | 1468 |
|
|
2024
Q3 | – | Sell |
-5,894
| Closed | -$700K | – | 2173 |
|
|
2024
Q2 | $700K | Buy |
5,894
+859
| +17% | +$102K | 0.01% | 1166 |
|
|
2024
Q1 | $537K | Buy |
5,035
+1,750
| +53% | +$186K | ﹤0.01% | 1001 |
|
|
2023
Q4 | $327K | Sell |
3,285
-2,592
| -44% | -$258K | ﹤0.01% | 1196 |
|
|
2023
Q3 | $607K | Buy |
5,877
+11
| +0.2% | +$1.14K | 0.01% | 865 |
|
|
2023
Q2 | $713K | Sell |
5,866
-163
| -3% | -$19.8K | 0.01% | 802 |
|
|
2023
Q1 | $926K | Sell |
6,029
-140
| -2% | -$21.5K | 0.01% | 685 |
|
|
2022
Q4 | $1.11M | Sell |
6,169
-1,635
| -21% | -$294K | 0.01% | 607 |
|
|
2022
Q3 | $923K | Buy |
7,804
+164
| +2% | +$19.4K | 0.01% | 580 |
|
|
2022
Q2 | $1.09M | Buy |
7,640
+2,578
| +51% | +$368K | 0.02% | 521 |
|
|
2022
Q1 | $874K | Sell |
5,062
-204
| -4% | -$35.2K | 0.01% | 585 |
|
|
2021
Q4 | $1.34M | Sell |
5,266
-838
| -14% | -$213K | 0.02% | 447 |
|
|
2021
Q3 | $2.35M | Buy |
6,104
+205
| +3% | +$78.9K | 0.04% | 309 |
|
|
2021
Q2 | $1.39M | Buy |
5,899
+34
| +0.6% | +$7.98K | 0.03% | 406 |
|
|
2021
Q1 | $770K | Sell |
5,865
-309
| -5% | -$40.6K | 0.02% | 492 |
|
|
2020
Q4 | $642K | Sell |
6,174
-1,028
| -14% | -$107K | 0.02% | 481 |
|
|
2020
Q3 | $511K | Buy |
+7,202
| New | +$511K | 0.01% | 777 |
|