Financial Perspectives’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.35K | Hold |
230
| – | – | ﹤0.01% | 556 |
|
|
2025
Q1 | $6.52K | Hold |
230
| – | – | ﹤0.01% | 547 |
|
|
2024
Q4 | $9.56K | Hold |
230
| – | – | ﹤0.01% | 510 |
|
|
2024
Q3 | $15.4K | Hold |
230
| – | – | 0.01% | 424 |
|
|
2024
Q2 | $27.3K | Hold |
230
| – | – | 0.01% | 339 |
|
|
2024
Q1 | $24.5K | Sell |
230
-206
| -47% | -$22K | 0.01% | 353 |
|
|
2023
Q4 | $43.3K | Hold |
436
| – | – | 0.02% | 283 |
|
|
2023
Q3 | $45K | Hold |
436
| – | – | 0.02% | 268 |
|
|
2023
Q2 | $52.9K | Hold |
436
| – | – | 0.02% | 253 |
|
|
2023
Q1 | $66.9K | Buy |
436
+230
| +112% | +$35.3K | 0.03% | 232 |
|
|
2022
Q4 | $36.9K | Hold |
206
| – | – | 0.02% | 280 |
|
|
2022
Q3 | $24.3K | Hold |
206
| – | – | 0.01% | 319 |
|
|
2022
Q2 | $29.4K | Hold |
206
| – | – | 0.02% | 301 |
|
|
2022
Q1 | $35.4K | Hold |
206
| – | – | 0.02% | 296 |
|
|
2021
Q4 | $52.2K | Sell |
206
-50
| -20% | -$12.7K | 0.02% | 238 |
|
|
2021
Q3 | $98.4K | Hold |
256
| – | – | 0.05% | 176 |
|
|
2021
Q2 | $60.1K | Sell |
256
-26,670
| -99% | -$6.26M | 0.03% | 237 |
|
|
2021
Q1 | $206K | Buy |
26,926
+26,630
| +8,997% | +$204K | 0.01% | 400 |
|
|
2020
Q4 | $30.9K | Sell |
296
-100
| -25% | -$10.4K | 0.02% | 279 |
|
|
2020
Q3 | $28K | Buy |
396
+90
| +29% | +$6.36K | 0.02% | 252 |
|
|
2020
Q2 | $19.6K | Sell |
306
-59
| -16% | -$3.78K | 0.01% | 276 |
|
|
2020
Q1 | $10.9K | Buy |
+365
| New | +$10.9K | 0.01% | 314 |
|