Focus Partners Wealth’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$561K Sell
20,337
-3,210
-14% -$88.6K ﹤0.01% 1377
2025
Q1
$668K Buy
23,547
+7,937
+51% +$225K ﹤0.01% 1205
2024
Q4
$649K Sell
15,610
-7,652
-33% -$318K ﹤0.01% 1209
2024
Q3
$1.55M Sell
23,262
-3,752
-14% -$251K 0.01% 824
2024
Q2
$3.21M Sell
27,014
-4,828
-15% -$573K 0.01% 574
2024
Q1
$3.39M Buy
31,842
+18,642
+141% +$1.99M 0.03% 399
2023
Q4
$1.31M Buy
+13,200
New +$1.31M 0.02% 408