Jones Financial Companies’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
44,942
+14,246
| +46% | +$387K | ﹤0.01% | 933 |
|
|
2025
Q1 | $955K | Buy |
30,696
+15,855
| +107% | +$493K | ﹤0.01% | 881 |
|
|
2024
Q4 | $617K | Buy |
14,841
+7,883
| +113% | +$328K | ﹤0.01% | 912 |
|
|
2024
Q3 | $457K | Buy |
6,958
+2,666
| +62% | +$175K | ﹤0.01% | 852 |
|
|
2024
Q2 | $510K | Buy |
4,292
+3,352
| +357% | +$398K | ﹤0.01% | 564 |
|
|
2024
Q1 | $100K | Buy |
+940
| New | +$100K | ﹤0.01% | 590 |
|
|
2023
Q2 | – | Sell |
-150
| Closed | -$23K | – | 570 |
|
|
2023
Q1 | $23K | Buy |
150
+112
| +295% | +$17.2K | ﹤0.01% | 410 |
|
|
2022
Q4 | $7K | Buy |
+38
| New | +$7K | ﹤0.01% | 511 |
|