Jones Financial Companies’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.12M Buy
42,835
+3,084
+8% +$144K ﹤0.01% 1402
2025
Q4
$1.17M Sell
39,751
-5,497
-12% -$149K ﹤0.01% 1166
2025
Q3
$1.11M Buy
45,248
+306
+0.7% +$8.54K ﹤0.01% 1095
2025
Q2
$1.22M Buy
44,942
+14,246
+46% +$375K ﹤0.01% 933
2025
Q1
$955K Buy
30,696
+15,855
+107% +$563K ﹤0.01% 881
2024
Q4
$617K Buy
14,841
+7,883
+113% +$377K ﹤0.01% 912
2024
Q3
$457K Buy
6,958
+2,666
+62% +$245K ﹤0.01% 852
2024
Q2
$510K Buy
4,292
+3,352
+357% +$424K ﹤0.01% 564
2024
Q1
$100K Buy
+940
New +$94.8K ﹤0.01% 590
2023
Q2
Sell
-150
Closed -$23K 570
2023
Q1
$23K Buy
150
+112
+295% +$18.5K ﹤0.01% 410
2022
Q4
$7K Buy
+38
New +$6.21K ﹤0.01% 511

Other funds holding MRNA