Center for Financial Planning’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.79K | Hold |
210
| – | – | ﹤0.01% | 509 |
|
|
2025
Q1 | $5.95K | Sell |
210
-778
| -79% | -$22.1K | ﹤0.01% | 521 |
|
|
2024
Q4 | $41.1K | Hold |
988
| – | – | 0.01% | 289 |
|
|
2024
Q3 | $66K | Hold |
988
| – | – | 0.01% | 222 |
|
|
2024
Q2 | $117K | Hold |
988
| – | – | 0.02% | 169 |
|
|
2024
Q1 | $105K | Buy |
988
+700
| +243% | +$74.6K | 0.02% | 178 |
|
|
2023
Q4 | $28.6K | Hold |
288
| – | – | 0.01% | 278 |
|
|
2023
Q3 | $29.7K | Hold |
288
| – | – | 0.01% | 264 |
|
|
2023
Q2 | $35K | Hold |
288
| – | – | 0.01% | 269 |
|
|
2023
Q1 | $44.2K | Hold |
288
| – | – | 0.01% | 228 |
|
|
2022
Q4 | $51.7K | Hold |
288
| – | – | 0.01% | 215 |
|
|
2022
Q3 | $34K | Hold |
288
| – | – | 0.01% | 244 |
|
|
2022
Q2 | $41K | Hold |
288
| – | – | 0.01% | 234 |
|
|
2022
Q1 | $50K | Hold |
288
| – | – | 0.01% | 229 |
|
|
2021
Q4 | $73K | Hold |
288
| – | – | 0.01% | 197 |
|
|
2021
Q3 | $111K | Hold |
288
| – | – | 0.03% | 154 |
|
|
2021
Q2 | $68K | Sell |
288
-211
| -42% | -$49.8K | 0.02% | 194 |
|
|
2021
Q1 | $65K | Buy |
499
+33
| +7% | +$4.3K | 0.02% | 195 |
|
|
2020
Q4 | $49K | Buy |
466
+178
| +62% | +$18.7K | 0.01% | 202 |
|
|
2020
Q3 | $20K | Buy |
288
+53
| +23% | +$3.68K | 0.01% | 261 |
|
|
2020
Q2 | $15K | Buy |
235
+190
| +422% | +$12.1K | 0.01% | 280 |
|
|
2020
Q1 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 539 |
|