Key Financial Inc’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41K | Hold |
51
| – | – | ﹤0.01% | 1231 |
|
|
2025
Q1 | $1.45K | Hold |
51
| – | – | ﹤0.01% | 1183 |
|
|
2024
Q4 | $2.12K | Sell |
51
-375
| -88% | -$15.6K | ﹤0.01% | 1144 |
|
|
2024
Q3 | $28.5K | Hold |
426
| – | – | 0.01% | 578 |
|
|
2024
Q2 | $50.6K | Hold |
426
| – | – | 0.01% | 472 |
|
|
2024
Q1 | $45.4K | Hold |
426
| – | – | 0.01% | 450 |
|
|
2023
Q4 | $42.4K | Sell |
426
-250
| -37% | -$24.9K | 0.01% | 455 |
|
|
2023
Q3 | $69.8K | Sell |
676
-24
| -3% | -$2.48K | 0.02% | 348 |
|
|
2023
Q2 | $85.1K | Sell |
700
-1
| -0.1% | -$122 | 0.03% | 326 |
|
|
2023
Q1 | $108K | Buy |
701
+176
| +34% | +$27K | 0.04% | 266 |
|
|
2022
Q4 | $62.1K | Hold |
525
| – | – | 0.03% | 324 |
|
|
2022
Q3 | $62K | Buy |
525
+375
| +250% | +$44.3K | 0.03% | 330 |
|
|
2022
Q2 | $22K | Hold |
150
| – | – | 0.01% | 489 |
|
|
2022
Q1 | $26K | Hold |
150
| – | – | 0.01% | 458 |
|
|
2021
Q4 | $38K | Buy |
+150
| New | +$38K | 0.02% | 383 |
|