CarsonAllaria Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.46K | Hold |
234
| – | – | ﹤0.01% | 274 |
|
|
2025
Q1 | $6.63K | Buy |
234
+38
| +19% | +$1.08K | ﹤0.01% | 278 |
|
|
2024
Q4 | $8.15K | Buy |
196
+84
| +75% | +$3.49K | ﹤0.01% | 260 |
|
|
2024
Q3 | $7.49K | Sell |
112
-61
| -35% | -$4.08K | ﹤0.01% | 281 |
|
|
2024
Q2 | $20.5K | Hold |
173
| – | – | 0.01% | 192 |
|
|
2024
Q1 | $18.4K | Sell |
173
-4
| -2% | -$426 | 0.01% | 196 |
|
|
2023
Q4 | $17.6K | Sell |
177
-6
| -3% | -$597 | 0.01% | 181 |
|
|
2023
Q3 | $18.9K | Sell |
183
-37
| -17% | -$3.82K | 0.02% | 165 |
|
|
2023
Q2 | $26.7K | Sell |
220
-15
| -6% | -$1.82K | 0.02% | 148 |
|
|
2023
Q1 | $36.1K | Hold |
235
| – | – | 0.03% | 124 |
|
|
2022
Q4 | $42K | Sell |
235
-8
| -3% | -$1.43K | 0.04% | 113 |
|
|
2022
Q3 | $29K | Sell |
243
-9
| -4% | -$1.07K | 0.03% | 128 |
|
|
2022
Q2 | $36K | Buy |
252
+17
| +7% | +$2.43K | 0.03% | 119 |
|
|
2022
Q1 | $40K | Buy |
235
+7
| +3% | +$1.19K | 0.04% | 118 |
|
|
2021
Q4 | $58K | Buy |
+228
| New | +$58K | 0.05% | 111 |
|