Bartlett & Co 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 | $966 | Sell |
35
-3
| -8% | -$83 | ﹤0.01% | 1148 |
|
|
2025
Q1 | $1.08K | Buy |
38
+3
| +9% | +$85 | ﹤0.01% | 1114 |
|
|
2024
Q4 | $1.46K | Sell |
35
-120
| -77% | -$4.99K | ﹤0.01% | 1059 |
|
|
2024
Q3 | $10.4K | Sell |
155
-75
| -33% | -$5.01K | ﹤0.01% | 907 |
|
|
2024
Q2 | $27.3K | Hold |
230
| – | – | ﹤0.01% | 770 |
|
|
2024
Q1 | $24.5K | Sell |
230
-80
| -26% | -$8.53K | ﹤0.01% | 794 |
|
|
2023
Q4 | $30.6K | Sell |
310
-70
| -18% | -$6.92K | ﹤0.01% | 789 |
|
|
2023
Q3 | $39.3K | Sell |
380
-50
| -12% | -$5.16K | ﹤0.01% | 707 |
|
|
2023
Q2 | $52.2K | Buy |
430
+50
| +13% | +$6.08K | ﹤0.01% | 658 |
|
|
2023
Q1 | $58.4K | Sell |
380
-50
| -12% | -$7.68K | ﹤0.01% | 548 |
|
|
2022
Q4 | $77.2K | Buy |
430
+150
| +54% | +$26.9K | ﹤0.01% | 507 |
|
|
2022
Q3 | $33.1K | Buy |
280
+20
| +8% | +$2.37K | ﹤0.01% | 630 |
|
|
2022
Q2 | $37.1K | Sell |
260
-50
| -16% | -$7.14K | ﹤0.01% | 620 |
|
|
2022
Q1 | $53.4K | Buy |
+310
| New | +$53.4K | ﹤0.01% | 576 |
|