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 |
|