JFS Wealth Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Sell |
|
|||||
|
2025
Q1 | $14.4K | Sell |
|
|||||
|
2024
Q4 | $21.2K | Sell |
|
|||||
|
2024
Q3 | $37.4K | Sell |
|
|||||
|
2024
Q2 | $69.3K | Buy |
|
|||||
|
2024
Q1 | $58.6K | Hold |
|
|||||
|
2023
Q4 | $54.7K | Sell |
|
|||||
|
2023
Q3 | $65.6K | Sell |
|
|||||
|
2023
Q2 | $77.3K | Sell |
|
|||||
|
2023
Q1 | $99.4K | Hold |
|
|||||
|
2022
Q4 | $116K | Sell |
|
|||||
|
2022
Q3 | $81K | Buy |
|
|||||
|
2022
Q2 | $91K | Sell |
|
|||||
|
2022
Q1 | $114K | Buy |
|
|||||
|
2021
Q4 | $158K | Buy |
|
|||||
|
2021
Q3 | $234K | Buy |
|
|||||
|
2021
Q2 | $119K | Sell |
|
|||||
|
2021
Q1 | $70K | Sell |
|
|||||
|
2020
Q4 | $74K | Hold |
|
|||||
|
2020
Q3 | $50K | Hold |
|
|||||
|
2020
Q2 | $45K | Hold |
|
|||||
|
2020
Q1 | $21K | Buy |
|
|||||
|
2019
Q4 | $10K | Hold |
|
|||||
|
2019
Q3 | $8K | Hold |
|
|||||
|
2019
Q2 | $7K | Hold |
|
|||||
|
2019
Q1 | $10K | Hold |
|
|||||
|
2018
Q4 | $8K | Buy |
|