IFP 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 | $29.3K | Buy |
461
+24
| +5% | +$1.52K | ﹤0.01% | 2335 |
|
|
2025
Q1 | $14.2K | Sell |
437
-123
| -22% | -$4K | ﹤0.01% | 2444 |
|
|
2024
Q4 | $25.9K | Sell |
560
-55
| -9% | -$2.55K | ﹤0.01% | 2128 |
|
|
2024
Q3 | $41.1K | Sell |
615
-295
| -32% | -$19.7K | ﹤0.01% | 1821 |
|
|
2024
Q2 | $108K | Buy |
910
+582
| +177% | +$69.1K | ﹤0.01% | 1332 |
|
|
2024
Q1 | $35K | Sell |
328
-218
| -40% | -$23.2K | ﹤0.01% | 1724 |
|
|
2023
Q4 | $54.3K | Sell |
546
-288
| -35% | -$28.6K | ﹤0.01% | 1509 |
|
|
2023
Q3 | $86.1K | Buy |
834
+132
| +19% | +$13.6K | ﹤0.01% | 1331 |
|
|
2023
Q2 | $85.3K | Sell |
702
-90
| -11% | -$10.9K | ﹤0.01% | 1385 |
|
|
2023
Q1 | $14.7K | Sell |
792
-1,039
| -57% | -$19.3K | ﹤0.01% | 2143 |
|
|
2022
Q4 | $78K | Sell |
1,831
-1,488
| -45% | -$63.4K | ﹤0.01% | 1920 |
|
|
2022
Q3 | $144K | Sell |
3,319
-307
| -8% | -$13.3K | ﹤0.01% | 1616 |
|
|
2022
Q2 | $124K | Hold |
3,626
| – | – | ﹤0.01% | 1550 |
|
|
2022
Q1 | $124K | Buy |
3,626
+2,636
| +266% | +$90.1K | ﹤0.01% | 1550 |
|
|
2021
Q4 | $255K | Sell |
990
-14,118
| -93% | -$3.64M | 0.01% | 840 |
|
|
2021
Q3 | $5.81M | Buy |
15,108
+13,925
| +1,177% | +$5.35M | 0.12% | 96 |
|
|
2021
Q2 | $276K | Buy |
1,183
+269
| +29% | +$62.8K | 0.01% | 756 |
|
|
2021
Q1 | $118K | Sell |
914
-1,225
| -57% | -$158K | ﹤0.01% | 1096 |
|
|
2020
Q4 | $224K | Sell |
2,139
-26
| -1% | -$2.72K | 0.01% | 754 |
|
|
2020
Q3 | $150K | Buy |
2,165
+757
| +54% | +$52.4K | 0.01% | 816 |
|
|
2020
Q2 | $86K | Sell |
1,408
-1,226
| -47% | -$74.9K | 0.01% | 978 |
|
|
2020
Q1 | $74K | Buy |
2,634
+234
| +10% | +$6.57K | 0.01% | 960 |
|
|
2019
Q4 | $47K | Buy |
2,400
+800
| +50% | +$15.7K | ﹤0.01% | 1285 |
|
|
2019
Q3 | $25K | Buy |
+1,600
| New | +$25K | ﹤0.01% | 1670 |
|