Kestra Advisory Services’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 | $305K | Buy |
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|
2025
Q1 | $186K | Sell |
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|
2024
Q4 | $420K | Buy |
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|
2024
Q3 | $591K | Sell |
|
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|
2024
Q2 | $1.34M | Sell |
|
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|
2024
Q1 | $1.3M | Sell |
|
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $2.2M | Buy |
|
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|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $2.23M | Sell |
|
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|
2022
Q4 | $2.95M | Sell |
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|
2022
Q3 | $1.97M | Sell |
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|
2022
Q2 | $2.43M | Sell |
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|
2022
Q1 | $3.46M | Buy |
|
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|
2021
Q4 | $4.46M | Sell |
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|
2021
Q3 | $10.6M | Buy |
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|
2021
Q2 | $5.15M | Sell |
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|
2021
Q1 | $3.49M | Sell |
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|
2020
Q4 | $3.37M | Buy |
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|
2020
Q3 | $1.23M | Buy |
|