Cetera Investment Advisers’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
62,131
+12,916
| +26% | +$356K | ﹤0.01% | 1960 |
|
|
2025
Q1 | $1.4M | Buy |
49,215
+8,432
| +21% | +$239K | ﹤0.01% | 2003 |
|
|
2024
Q4 | $1.7M | Buy |
40,783
+3,121
| +8% | +$130K | ﹤0.01% | 1773 |
|
|
2024
Q3 | $2.52M | Sell |
37,662
-27,986
| -43% | -$1.87M | 0.01% | 1454 |
|
|
2024
Q2 | $7.8M | Sell |
65,648
-2,742
| -4% | -$326K | 0.02% | 779 |
|
|
2024
Q1 | $7.29M | Buy |
68,390
+58,394
| +584% | +$6.22M | 0.02% | 795 |
|
|
2023
Q4 | $994K | Sell |
9,996
-2,053
| -17% | -$204K | 0.01% | 1107 |
|
|
2023
Q3 | $1.24M | Buy |
12,049
+174
| +1% | +$18K | 0.01% | 955 |
|
|
2023
Q2 | $1.44M | Buy |
11,875
+340
| +3% | +$41.3K | 0.01% | 914 |
|
|
2023
Q1 | $1.77M | Sell |
11,535
-379
| -3% | -$58.2K | 0.02% | 792 |
|
|
2022
Q4 | $2.14M | Buy |
11,914
+6,947
| +140% | +$1.25M | 0.02% | 680 |
|
|
2022
Q3 | $587K | Sell |
4,967
-8,856
| -64% | -$1.05M | 0.01% | 925 |
|
|
2022
Q2 | $1.98M | Sell |
13,823
-2,349
| -15% | -$336K | 0.03% | 537 |
|
|
2022
Q1 | $2.79M | Sell |
16,172
-752
| -4% | -$130K | 0.04% | 450 |
|
|
2021
Q4 | $4.3M | Sell |
16,924
-129
| -0.8% | -$32.8K | 0.06% | 322 |
|
|
2021
Q3 | $6.56M | Buy |
17,053
+3,464
| +25% | +$1.33M | 0.1% | 213 |
|
|
2021
Q2 | $3.19M | Sell |
13,589
-5,476
| -29% | -$1.29M | 0.05% | 385 |
|
|
2021
Q1 | $2.5M | Sell |
19,065
-10,053
| -35% | -$1.32M | 0.05% | 373 |
|
|
2020
Q4 | $3.04M | Buy |
+29,118
| New | +$3.04M | 0.06% | 328 |
|
|
2020
Q2 | – | Sell |
-17,626
| Closed | -$528K | – | 624 |
|
|
2020
Q1 | $528K | Buy |
+17,626
| New | +$528K | 0.06% | 292 |
|