BOK Financial Private Wealth’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20
| Closed | -$832 | – | 602 |
|
|
2024
Q4 | $832 | Hold |
20
| – | – | ﹤0.01% | 525 |
|
|
2024
Q3 | $1.34K | Hold |
20
| – | – | ﹤0.01% | 488 |
|
|
2024
Q2 | $2.38K | Hold |
20
| – | – | ﹤0.01% | 426 |
|
|
2024
Q1 | $2.13K | Hold |
20
| – | – | ﹤0.01% | 424 |
|
|
2023
Q4 | $1.99K | Buy |
+20
| New | +$1.99K | ﹤0.01% | 466 |
|
|
2022
Q2 | – | Sell |
-1,253
| Closed | -$216K | – | 430 |
|
|
2022
Q1 | $216K | Buy |
1,253
+138
| +12% | +$23.8K | 0.02% | 289 |
|
|
2021
Q4 | $283K | Sell |
1,115
-62
| -5% | -$15.7K | 0.02% | 238 |
|
|
2021
Q3 | $453K | Buy |
+1,177
| New | +$453K | 0.04% | 156 |
|