GSB Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
10,305
+1,995
| +24% | +$55K | 0.07% | 189 |
|
|
2025
Q1 | $236K | Sell |
8,310
-1,991
| -19% | -$56.4K | 0.06% | 196 |
|
|
2024
Q4 | $428K | Buy |
10,301
+5,009
| +95% | +$208K | 0.11% | 147 |
|
|
2024
Q3 | $354K | Buy |
5,292
+2,000
| +61% | +$134K | 0.09% | 166 |
|
|
2024
Q2 | $391K | Hold |
3,292
| – | – | 0.11% | 155 |
|
|
2024
Q1 | $351K | Hold |
3,292
| – | – | 0.1% | 163 |
|
|
2023
Q4 | $327K | Buy |
+3,292
| New | +$327K | 0.1% | 160 |
|
|
2023
Q3 | – | Sell |
-1,792
| Closed | -$218K | – | 201 |
|
|
2023
Q2 | $218K | Buy |
+1,792
| New | +$218K | 0.07% | 195 |
|
|
2021
Q3 | – | Sell |
-915
| Closed | -$215K | – | 192 |
|
|
2021
Q2 | $215K | Buy |
+915
| New | +$215K | 0.07% | 210 |
|