Carson Wealth (CWM LLC)’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.1M | Buy |
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|
2025
Q2 | $7.18M | Sell |
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|
2025
Q1 | $7.4M | Buy |
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|
2024
Q4 | $9.65M | Buy |
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|
2024
Q3 | $9.7M | Sell |
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|
2024
Q2 | $20.1M | Buy |
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|
2024
Q1 | $12.9M | Buy |
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|
2023
Q4 | $11.8M | Buy |
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|
2023
Q3 | $9.62M | Buy |
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|
2023
Q2 | $903K | Sell |
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|
2023
Q1 | $1.38M | Buy |
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|
2022
Q4 | $854K | Buy |
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|
2022
Q3 | $427K | Buy |
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|
2022
Q2 | $510K | Sell |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $810K | Buy |
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|
2021
Q2 | $804K | Hold |
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|
2021
Q1 | $804K | Hold |
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|
2020
Q4 | $804K | Hold |
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|
2020
Q3 | $804K | Hold |
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|
2020
Q2 | $804K | Hold |
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|
2020
Q1 | $804K | Hold |
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|
2019
Q4 | $804K | Hold |
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|
2019
Q3 | $804K | Hold |
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|
2019
Q2 | $804K | Hold |
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|
2019
Q1 | $804K | Buy |
|