HHM Wealth Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.52K | Hold |
200
| – | – | ﹤0.01% | 682 |
|
|
2025
Q1 | $5.67K | Hold |
200
| – | – | ﹤0.01% | 661 |
|
|
2024
Q4 | $8.32K | Hold |
200
| – | – | ﹤0.01% | 617 |
|
|
2024
Q3 | $13.4K | Hold |
200
| – | – | ﹤0.01% | 521 |
|
|
2024
Q2 | $23.8K | Hold |
200
| – | – | ﹤0.01% | 430 |
|
|
2024
Q1 | $21.3K | Hold |
200
| – | – | ﹤0.01% | 400 |
|
|
2023
Q4 | $19.9K | Hold |
200
| – | – | ﹤0.01% | 408 |
|
|
2023
Q3 | $20.7K | Hold |
200
| – | – | ﹤0.01% | 396 |
|
|
2023
Q2 | $24.3K | Hold |
200
| – | – | ﹤0.01% | 391 |
|
|
2023
Q1 | $30.7K | Sell |
200
-20
| -9% | -$3.07K | 0.01% | 348 |
|
|
2022
Q4 | $39.5K | Hold |
220
| – | – | 0.01% | 271 |
|
|
2022
Q3 | $26K | Hold |
220
| – | – | 0.01% | 319 |
|
|
2022
Q2 | $31K | Buy |
220
+20
| +10% | +$2.82K | 0.01% | 349 |
|
|
2022
Q1 | $34K | Hold |
200
| – | – | 0.01% | 361 |
|
|
2021
Q4 | $51K | Hold |
200
| – | – | 0.01% | 307 |
|
|
2021
Q3 | $77K | Sell |
200
-25
| -11% | -$9.63K | 0.02% | 243 |
|
|
2021
Q2 | $53K | Sell |
225
-25
| -10% | -$5.89K | 0.01% | 290 |
|
|
2021
Q1 | $33K | Hold |
250
| – | – | 0.01% | 329 |
|
|
2020
Q4 | $26K | Hold |
250
| – | – | 0.01% | 327 |
|
|
2020
Q3 | $18K | Hold |
250
| – | – | 0.01% | 325 |
|
|
2020
Q2 | $16K | Buy |
+250
| New | +$16K | 0.01% | 330 |
|