JFS 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 | $14K | Sell |
507
-1
| -0.2% | -$28 | ﹤0.01% | 756 |
|
|
2025
Q1 | $14.4K | Sell |
508
-1
| -0.2% | -$28 | ﹤0.01% | 761 |
|
|
2024
Q4 | $21.2K | Sell |
509
-51
| -9% | -$2.12K | ﹤0.01% | 628 |
|
|
2024
Q3 | $37.4K | Sell |
560
-24
| -4% | -$1.6K | ﹤0.01% | 518 |
|
|
2024
Q2 | $69.4K | Buy |
584
+34
| +6% | +$4.04K | 0.01% | 375 |
|
|
2024
Q1 | $58.6K | Hold |
550
| – | – | ﹤0.01% | 402 |
|
|
2023
Q4 | $54.7K | Sell |
550
-85
| -13% | -$8.45K | ﹤0.01% | 389 |
|
|
2023
Q3 | $65.6K | Sell |
635
-1
| -0.2% | -$103 | 0.01% | 339 |
|
|
2023
Q2 | $77.3K | Sell |
636
-11
| -2% | -$1.34K | 0.01% | 311 |
|
|
2023
Q1 | $99.4K | Hold |
647
| – | – | 0.01% | 276 |
|
|
2022
Q4 | $116K | Sell |
647
-34
| -5% | -$6.11K | 0.01% | 258 |
|
|
2022
Q3 | $81K | Buy |
681
+46
| +7% | +$5.47K | 0.01% | 306 |
|
|
2022
Q2 | $91K | Sell |
635
-24
| -4% | -$3.44K | 0.01% | 294 |
|
|
2022
Q1 | $114K | Buy |
659
+37
| +6% | +$6.4K | 0.01% | 278 |
|
|
2021
Q4 | $158K | Buy |
622
+15
| +2% | +$3.81K | 0.01% | 251 |
|
|
2021
Q3 | $234K | Buy |
607
+100
| +20% | +$38.6K | 0.02% | 205 |
|
|
2021
Q2 | $119K | Sell |
507
-27
| -5% | -$6.34K | 0.02% | 204 |
|
|
2021
Q1 | $70K | Sell |
534
-173
| -24% | -$22.7K | 0.01% | 219 |
|
|
2020
Q4 | $74K | Hold |
707
| – | – | 0.02% | 215 |
|
|
2020
Q3 | $50K | Hold |
707
| – | – | 0.01% | 238 |
|
|
2020
Q2 | $45K | Hold |
707
| – | – | 0.01% | 237 |
|
|
2020
Q1 | $21K | Buy |
707
+200
| +39% | +$5.94K | 0.01% | 269 |
|
|
2019
Q4 | $10K | Hold |
507
| – | – | ﹤0.01% | 374 |
|
|
2019
Q3 | $8K | Hold |
507
| – | – | ﹤0.01% | 382 |
|
|
2019
Q2 | $7K | Hold |
507
| – | – | ﹤0.01% | 390 |
|
|
2019
Q1 | $10K | Hold |
507
| – | – | ﹤0.01% | 357 |
|
|
2018
Q4 | $8K | Buy |
+507
| New | +$8K | ﹤0.01% | 366 |
|