IFS 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 | $1.52K | Hold |
55
| – | – | ﹤0.01% | 147 |
|
|
2025
Q1 | $1.56K | Hold |
55
| – | – | ﹤0.01% | 167 |
|
|
2024
Q4 | $2.29K | Hold |
55
| – | – | ﹤0.01% | 143 |
|
|
2024
Q3 | $3.68K | Hold |
55
| – | – | ﹤0.01% | 103 |
|
|
2024
Q2 | $6.53K | Hold |
55
| – | – | 0.01% | 83 |
|
|
2024
Q1 | $5.86K | Hold |
55
| – | – | 0.01% | 85 |
|
|
2023
Q4 | $5.47K | Hold |
55
| – | – | 0.01% | 81 |
|
|
2023
Q3 | $5.68K | Hold |
55
| – | – | 0.01% | 74 |
|
|
2023
Q2 | $6.68K | Sell |
55
-55
| -50% | -$6.68K | 0.02% | 71 |
|
|
2023
Q1 | $16.9K | Hold |
110
| – | – | 0.07% | 36 |
|
|
2022
Q4 | $19.8K | Hold |
110
| – | – | 0.03% | 35 |
|
|
2022
Q3 | $13K | Hold |
110
| – | – | 0.02% | 39 |
|
|
2022
Q2 | $15K | Hold |
110
| – | – | 0.04% | 38 |
|
|
2022
Q1 | $18K | Hold |
110
| – | – | 0.02% | 41 |
|
|
2021
Q4 | $27K | Buy |
+110
| New | +$27K | 0.02% | 45 |
|
|
2021
Q1 | – | Sell |
-110
| Closed | -$11K | – | 103 |
|
|
2020
Q4 | $11K | Buy |
+110
| New | +$11K | 0.01% | 100 |
|