Douglas Lane & Associates’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7M | Buy |
930,165
+56,648
| +6% | +$1.56M | 0.37% | 92 |
|
|
2025
Q1 | $24.8M | Buy |
873,517
+99,713
| +13% | +$2.83M | 0.36% | 94 |
|
|
2024
Q4 | $32.2M | Buy |
773,804
+298,715
| +63% | +$12.4M | 0.45% | 89 |
|
|
2024
Q3 | $31.8M | Buy |
475,089
+70,889
| +18% | +$4.74M | 0.44% | 88 |
|
|
2024
Q2 | $48M | Buy |
404,200
+11,161
| +3% | +$1.33M | 0.68% | 57 |
|
|
2024
Q1 | $41.9M | Buy |
393,039
+56,901
| +17% | +$6.06M | 0.59% | 67 |
|
|
2023
Q4 | $33.4M | Sell |
336,138
-19,039
| -5% | -$1.89M | 0.52% | 76 |
|
|
2023
Q3 | $36.7M | Buy |
355,177
+94,810
| +36% | +$9.79M | 0.62% | 63 |
|
|
2023
Q2 | $31.6M | Buy |
260,367
+54,034
| +26% | +$6.57M | 0.51% | 72 |
|
|
2023
Q1 | $31.7M | Buy |
206,333
+18,408
| +10% | +$2.83M | 0.53% | 70 |
|
|
2022
Q4 | $33.8M | Buy |
187,925
+45,432
| +32% | +$8.16M | 0.56% | 61 |
|
|
2022
Q3 | $16.9M | Buy |
142,493
+29,131
| +26% | +$3.44M | 0.31% | 94 |
|
|
2022
Q2 | $16.2M | Buy |
113,362
+41,081
| +57% | +$5.87M | 0.28% | 97 |
|
|
2022
Q1 | $12.5M | Buy |
72,281
+48,917
| +209% | +$8.43M | 0.18% | 110 |
|
|
2021
Q4 | $5.93M | Buy |
23,364
+6,407
| +38% | +$1.63M | 0.08% | 115 |
|
|
2021
Q3 | $6.53M | Buy |
16,957
+6,421
| +61% | +$2.47M | 0.09% | 113 |
|
|
2021
Q2 | $2.48M | Buy |
+10,536
| New | +$2.48M | 0.03% | 129 |
|