Crewe Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4K | Sell |
739
-675
| -48% | -$18.6K | ﹤0.01% | 363 |
|
|
2025
Q1 | $40.1K | Hold |
1,414
| – | – | 0.01% | 287 |
|
|
2024
Q4 | $58.8K | Sell |
1,414
-46
| -3% | -$1.91K | 0.01% | 266 |
|
|
2024
Q3 | $97.6K | Hold |
1,460
| – | – | 0.01% | 232 |
|
|
2024
Q2 | $173K | Sell |
1,460
-104
| -7% | -$12.4K | 0.02% | 187 |
|
|
2024
Q1 | $167K | Buy |
+1,564
| New | +$167K | 0.02% | 193 |
|
|
2023
Q4 | – | Sell |
-676
| Closed | -$69.8K | – | 596 |
|
|
2023
Q3 | $69.8K | Sell |
676
-1
| -0.1% | -$103 | 0.01% | 120 |
|
|
2023
Q2 | $82.3K | Sell |
677
-15
| -2% | -$1.82K | 0.01% | 220 |
|
|
2023
Q1 | $106K | Sell |
692
-29
| -4% | -$4.45K | 0.02% | 221 |
|
|
2022
Q4 | $130K | Sell |
721
-107
| -13% | -$19.2K | 0.02% | 196 |
|
|
2022
Q3 | $98K | Buy |
828
+53
| +7% | +$6.27K | 0.02% | 227 |
|
|
2022
Q2 | $111K | Buy |
775
+100
| +15% | +$14.3K | 0.02% | 196 |
|
|
2022
Q1 | $116K | Hold |
675
| – | – | 0.02% | 163 |
|
|
2021
Q4 | $171K | Hold |
675
| – | – | 0.03% | 95 |
|
|
2021
Q3 | $260K | Hold |
675
| – | – | 0.06% | 57 |
|
|
2021
Q2 | $159K | Hold |
675
| – | – | 0.04% | 85 |
|
|
2021
Q1 | $88K | Hold |
675
| – | – | 0.02% | 114 |
|
|
2020
Q4 | $71K | Buy |
+675
| New | +$71K | 0.03% | 112 |
|