EverSource Wealth 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 | $37K | Buy |
1,341
+801
| +148% | +$22.1K | ﹤0.01% | 1810 |
|
|
2025
Q1 | $15.3K | Buy |
540
+365
| +209% | +$10.4K | ﹤0.01% | 1847 |
|
|
2024
Q4 | $7.28K | Sell |
175
-114
| -39% | -$4.74K | ﹤0.01% | 2161 |
|
|
2024
Q3 | $19.3K | Sell |
289
-425
| -60% | -$28.4K | ﹤0.01% | 1510 |
|
|
2024
Q2 | $85.1K | Buy |
714
+2
| +0.3% | +$238 | 0.01% | 864 |
|
|
2024
Q1 | $78.6K | Buy |
712
+237
| +50% | +$26.1K | 0.01% | 802 |
|
|
2023
Q4 | $47.2K | Buy |
475
+116
| +32% | +$11.5K | ﹤0.01% | 923 |
|
|
2023
Q3 | $37.1K | Sell |
359
-39
| -10% | -$4.03K | ﹤0.01% | 924 |
|
|
2023
Q2 | $48.4K | Buy |
398
+35
| +10% | +$4.25K | 0.01% | 852 |
|
|
2023
Q1 | $55.8K | Sell |
363
-258
| -42% | -$39.6K | 0.01% | 756 |
|
|
2022
Q4 | $112K | Buy |
621
+293
| +89% | +$52.6K | 0.02% | 475 |
|
|
2022
Q3 | $39K | Sell |
328
-218
| -40% | -$25.9K | 0.01% | 700 |
|
|
2022
Q2 | $77K | Buy |
546
+482
| +753% | +$68K | 0.02% | 459 |
|
|
2022
Q1 | $11K | Sell |
64
-14
| -18% | -$2.41K | ﹤0.01% | 937 |
|
|
2021
Q4 | $20K | Buy |
+78
| New | +$20K | 0.01% | 685 |
|