Forum Financial Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,419
| Closed | -$225K | – | 911 |
|
|
2024
Q4 | $225K | Buy |
+5,419
| New | +$225K | ﹤0.01% | 781 |
|
|
2024
Q3 | – | Sell |
-1,829
| Closed | -$217K | – | 774 |
|
|
2024
Q2 | $217K | Buy |
+1,829
| New | +$217K | ﹤0.01% | 639 |
|
|
2023
Q4 | – | Sell |
-2,359
| Closed | -$244K | – | 709 |
|
|
2023
Q3 | $244K | Sell |
2,359
-10
| -0.4% | -$1.03K | 0.01% | 498 |
|
|
2023
Q2 | $288K | Buy |
2,369
+413
| +21% | +$50.2K | 0.01% | 449 |
|
|
2023
Q1 | $300K | Buy |
1,956
+32
| +2% | +$4.92K | 0.01% | 400 |
|
|
2022
Q4 | $346K | Buy |
1,924
+2
| +0.1% | +$359 | 0.01% | 352 |
|
|
2022
Q3 | $227K | Sell |
1,922
-685
| -26% | -$80.9K | 0.01% | 455 |
|
|
2022
Q2 | $372K | Buy |
2,607
+1,245
| +91% | +$178K | 0.02% | 296 |
|
|
2022
Q1 | $234K | Buy |
1,362
+46
| +3% | +$7.9K | 0.01% | 499 |
|
|
2021
Q4 | $334K | Buy |
+1,316
| New | +$334K | 0.02% | 366 |
|