Capital Analysts LLC’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Hold |
199
| – | – | ﹤0.01% | 1253 |
|
|
2025
Q1 | $6K | Hold |
199
| – | – | ﹤0.01% | 1199 |
|
|
2024
Q4 | $8K | Buy |
199
+21
| +12% | +$844 | ﹤0.01% | 1103 |
|
|
2024
Q3 | $12K | Hold |
178
| – | – | ﹤0.01% | 1002 |
|
|
2024
Q2 | $21K | Buy |
178
+152
| +585% | +$17.9K | ﹤0.01% | 851 |
|
|
2024
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 1026 |
|
|
2023
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 996 |
|
|
2023
Q3 | $3K | Buy |
26
+15
| +136% | +$1.73K | ﹤0.01% | 1029 |
|
|
2023
Q2 | $1K | Sell |
11
-10
| -48% | -$909 | ﹤0.01% | 978 |
|
|
2023
Q1 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 905 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$38K | – | 1019 |
|
|
2021
Q3 | $38K | Buy |
+100
| New | +$38K | ﹤0.01% | 617 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$26K | – | 1042 |
|
|
2021
Q1 | $26K | Buy |
+200
| New | +$26K | ﹤0.01% | 679 |
|