Cornerstone Planning Group’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.02K | Buy |
37
+14
| +61% | +$384 | ﹤0.01% | 1107 |
|
2025
Q1 | $610 | Buy |
+23
| New | +$610 | ﹤0.01% | 1244 |
|
2024
Q4 | – | Sell |
-8
| Closed | -$442 | – | 1462 |
|
2024
Q3 | $442 | Sell |
8
-10
| -56% | -$553 | ﹤0.01% | 1113 |
|
2024
Q2 | $1.51K | Sell |
18
-1
| -5% | -$84 | ﹤0.01% | 847 |
|
2024
Q1 | $2.38K | Buy |
19
+8
| +73% | +$1K | ﹤0.01% | 631 |
|
2023
Q4 | $1.09K | Hold |
11
| – | – | ﹤0.01% | 704 |
|
2023
Q3 | $1.14K | Buy |
11
+1
| +10% | +$103 | ﹤0.01% | 765 |
|
2023
Q2 | $1.22K | Buy |
+10
| New | +$1.22K | ﹤0.01% | 1301 |
|
2022
Q4 | $3.81K | Buy |
+20
| New | +$3.81K | ﹤0.01% | 1015 |
|