GeoWealth 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 |
-413
| Closed | -$17.2K | – | 1535 |
|
|
2024
Q4 | $17.2K | Sell |
413
-201
| -33% | -$8.36K | ﹤0.01% | 1406 |
|
|
2024
Q3 | $41K | Sell |
614
-708
| -54% | -$47.3K | ﹤0.01% | 1130 |
|
|
2024
Q2 | $157K | Sell |
1,322
-52
| -4% | -$6.18K | 0.01% | 733 |
|
|
2024
Q1 | $146K | Buy |
+1,374
| New | +$146K | 0.01% | 738 |
|