Consultiva 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 | $13.8K | Hold |
500
| – | – | 0.04% | 194 |
|
|
2025
Q1 | $14.2K | Buy |
+500
| New | +$14.2K | 0.05% | 186 |
|
|
2024
Q4 | – | Sell |
-475
| Closed | -$31.7K | – | 165 |
|
|
2024
Q3 | $31.7K | Hold |
475
| – | – | 0.25% | 18 |
|
|
2024
Q2 | $56.4K | Hold |
475
| – | – | 0.51% | 15 |
|
|
2024
Q1 | $50.6K | Buy |
+475
| New | +$50.6K | 0.47% | 13 |
|
|
2023
Q3 | $49.1K | Hold |
475
| – | – | 1.26% | 12 |
|
|
2023
Q2 | $57.7K | Hold |
475
| – | – | 1.46% | 10 |
|
|
2023
Q1 | $73K | Hold |
475
| – | – | 1.87% | 9 |
|
|
2022
Q4 | $85.3K | Hold |
475
| – | – | 2.22% | 9 |
|
|
2022
Q3 | $56K | Hold |
475
| – | – | 1.57% | 10 |
|
|
2022
Q2 | $68K | Hold |
475
| – | – | 1.91% | 11 |
|
|
2022
Q1 | $82K | Hold |
475
| – | – | 1.97% | 11 |
|
|
2021
Q4 | $121K | Hold |
475
| – | – | 2.76% | 9 |
|
|
2021
Q3 | $183K | Buy |
+475
| New | +$183K | 4.21% | 4 |
|
|
2021
Q1 | $62K | Hold |
475
| – | – | 1.35% | 17 |
|
|
2020
Q4 | $50K | Buy |
+475
| New | +$50K | 1.17% | 19 |
|
|
2019
Q2 | $112K | Buy |
+475
| New | +$112K | 2.28% | 10 |
|