Jupiter Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,000
| Closed | -$238K | – | 100 |
|
|
2024
Q2 | $238K | Hold |
2,000
| – | – | 0.13% | 80 |
|
|
2024
Q1 | $244K | Buy |
+2,000
| New | +$244K | 0.13% | 80 |
|
|
2023
Q3 | – | Sell |
-2,000
| Closed | -$243K | – | 90 |
|
|
2023
Q2 | $243K | Hold |
2,000
| – | – | 0.21% | 60 |
|
|
2023
Q1 | $307K | Hold |
2,000
| – | – | 0.28% | 51 |
|
|
2022
Q4 | $359K | Buy |
2,000
+1,000
| +100% | +$180K | 0.35% | 44 |
|
|
2022
Q3 | $118K | Hold |
1,000
| – | – | 0.12% | 63 |
|
|
2022
Q2 | $142K | Sell |
1,000
-600
| -38% | -$85.2K | 0.13% | 60 |
|
|
2022
Q1 | $275K | Sell |
1,600
-1,584
| -50% | -$272K | 0.17% | 72 |
|
|
2021
Q4 | $808K | Buy |
3,184
+463
| +17% | +$117K | 0.42% | 48 |
|
|
2021
Q3 | $623K | Sell |
2,721
-13,933
| -84% | -$3.19M | 0.29% | 63 |
|
|
2021
Q2 | $6.89M | Sell |
16,654
-661
| -4% | -$273K | 3.3% | 10 |
|
|
2021
Q1 | $3.04M | Buy |
17,315
+4,775
| +38% | +$839K | 1.54% | 24 |
|
|
2020
Q4 | $1.31M | Buy |
12,540
+6,040
| +93% | +$631K | 0.8% | 33 |
|
|
2020
Q3 | $460K | Sell |
6,500
-20,158
| -76% | -$1.43M | 0.32% | 44 |
|
|
2020
Q2 | $2.2M | Buy |
26,658
+10,714
| +67% | +$886K | 1.1% | 29 |
|
|
2020
Q1 | $764K | Buy |
15,944
+3,077
| +24% | +$147K | 0.44% | 38 |
|
|
2019
Q4 | $257K | Hold |
12,867
| – | – | 0.12% | 73 |
|
|
2019
Q3 | $205K | Sell |
12,867
-3,585
| -22% | -$57.1K | 0.11% | 75 |
|
|
2019
Q2 | $231K | Buy |
16,452
+405
| +3% | +$5.69K | 0.11% | 74 |
|
|
2019
Q1 | $361K | Buy |
+16,047
| New | +$361K | 0.17% | 60 |
|