Carolinas Wealth Consulting’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10
| Closed | -$284 | – | 595 |
|
|
2025
Q1 | $284 | Sell |
10
-5
| -33% | -$142 | ﹤0.01% | 993 |
|
|
2024
Q4 | $624 | Buy |
15
+3
| +25% | +$125 | ﹤0.01% | 987 |
|
|
2024
Q3 | $802 | Hold |
12
| – | – | ﹤0.01% | 953 |
|
|
2024
Q2 | $1.43K | Hold |
12
| – | – | ﹤0.01% | 857 |
|
|
2024
Q1 | $1.28K | Buy |
+12
| New | +$1.28K | ﹤0.01% | 852 |
|
|
2023
Q3 | – | Sell |
-4
| Closed | -$486 | – | 1084 |
|
|
2023
Q2 | $486 | Buy |
+4
| New | +$486 | ﹤0.01% | 993 |
|
|
2023
Q1 | – | Sell |
-6
| Closed | -$1.08K | – | 1101 |
|
|
2022
Q4 | $1.08K | Buy |
+6
| New | +$1.08K | ﹤0.01% | 885 |
|
|
2022
Q3 | – | Sell |
-3
| Closed | – | – | 924 |
|
|
2022
Q2 | $0 | Sell |
3
-12
| -80% | – | ﹤0.01% | 934 |
|
|
2022
Q1 | $3K | Sell |
15
-6
| -29% | -$1.2K | ﹤0.01% | 764 |
|
|
2021
Q4 | $5K | Buy |
21
+15
| +250% | +$3.57K | ﹤0.01% | 711 |
|
|
2021
Q3 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 801 |
|
|
2021
Q2 | – | Sell |
-257
| Closed | -$34K | – | 983 |
|
|
2021
Q1 | $34K | Hold |
257
| – | – | 0.01% | 425 |
|
|
2020
Q4 | $27K | Hold |
257
| – | – | 0.01% | 432 |
|
|
2020
Q3 | $18K | Buy |
+257
| New | +$18K | 0.01% | 404 |
|