Gerber Kawasaki Wealth & Investment Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,839
| Closed | -$337K | – | 297 |
|
|
2024
Q2 | $337K | Sell |
2,839
-392
| -12% | -$46.6K | 0.02% | 208 |
|
|
2024
Q1 | $344K | Buy |
3,231
+102
| +3% | +$10.9K | 0.02% | 208 |
|
|
2023
Q4 | $311K | Buy |
3,129
+4
| +0.1% | +$398 | 0.02% | 203 |
|
|
2023
Q3 | $323K | Buy |
3,125
+1,346
| +76% | +$139K | 0.02% | 191 |
|
|
2023
Q2 | $216K | Sell |
1,779
-3,892
| -69% | -$473K | 0.01% | 234 |
|
|
2023
Q1 | $871K | Sell |
5,671
-2,955
| -34% | -$454K | 0.07% | 138 |
|
|
2022
Q4 | $1.55M | Sell |
8,626
-1,680
| -16% | -$302K | 0.14% | 96 |
|
|
2022
Q3 | $1.29M | Sell |
10,306
-1,195
| -10% | -$149K | 0.12% | 99 |
|
|
2022
Q2 | $1.64M | Buy |
11,501
+598
| +5% | +$85.4K | 0.16% | 94 |
|
|
2022
Q1 | $1.89M | Buy |
10,903
+1,541
| +16% | +$267K | 0.15% | 82 |
|
|
2021
Q4 | $2.33M | Buy |
9,362
+9,176
| +4,933% | +$2.28M | 0.19% | 80 |
|
|
2021
Q3 | $186K | Sell |
186
-7,400
| -98% | -$7.4M | 0.02% | 186 |
|
|
2021
Q2 | $1.78M | Sell |
7,586
-224
| -3% | -$52.6K | 0.18% | 81 |
|
|
2021
Q1 | $1.02M | Buy |
7,810
+390
| +5% | +$51K | 0.12% | 95 |
|
|
2020
Q4 | $775K | Buy |
7,420
+65
| +0.9% | +$6.79K | 0.11% | 87 |
|
|
2020
Q3 | $520K | Sell |
7,355
-264
| -3% | -$18.7K | 0.11% | 77 |
|
|
2020
Q2 | $489K | Sell |
7,619
-3,525
| -32% | -$226K | 0.11% | 89 |
|
|
2020
Q1 | $333K | Buy |
+11,144
| New | +$333K | 0.09% | 93 |
|