Bell Investment Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24K | Buy |
81
+61
| +305% | +$1.68K | ﹤0.01% | 1330 |
|
|
2025
Q1 | $567 | Sell |
20
-6
| -23% | -$170 | ﹤0.01% | 1714 |
|
|
2024
Q4 | $1.08K | Sell |
26
-46
| -64% | -$1.91K | ﹤0.01% | 1556 |
|
|
2024
Q3 | $4.81K | Sell |
72
-8
| -10% | -$535 | ﹤0.01% | 941 |
|
|
2024
Q2 | $9.5K | Buy |
80
+5
| +7% | +$594 | ﹤0.01% | 634 |
|
|
2024
Q1 | $7.99K | Buy |
75
+5
| +7% | +$533 | ﹤0.01% | 680 |
|
|
2023
Q4 | $6.96K | Sell |
70
-24
| -26% | -$2.39K | ﹤0.01% | 715 |
|
|
2023
Q3 | $9.71K | Sell |
94
-20
| -18% | -$2.07K | ﹤0.01% | 518 |
|
|
2023
Q2 | $13.9K | Buy |
114
+17
| +18% | +$2.07K | ﹤0.01% | 406 |
|
|
2023
Q1 | $14.9K | Sell |
97
-24
| -20% | -$3.69K | ﹤0.01% | 374 |
|
|
2022
Q4 | $21.7K | Buy |
121
+13
| +12% | +$2.34K | 0.01% | 287 |
|
|
2022
Q3 | $13K | Buy |
108
+28
| +35% | +$3.37K | ﹤0.01% | 349 |
|
|
2022
Q2 | $11K | Buy |
+80
| New | +$11K | ﹤0.01% | 405 |
|
|
2021
Q4 | $25K | Sell |
97
-23
| -19% | -$5.93K | 0.01% | 267 |
|
|
2021
Q3 | $46K | Buy |
+120
| New | +$46K | 0.01% | 154 |
|