Lido Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
13,574
-140,814
| -91% | -$3.89M | ﹤0.01% | 1108 |
|
|
2025
Q1 | $4.38M | Buy |
154,388
+19,864
| +15% | +$563K | 0.02% | 353 |
|
|
2024
Q4 | $5.59M | Buy |
134,524
+58,311
| +77% | +$2.42M | 0.03% | 290 |
|
|
2024
Q3 | $5.09M | Buy |
76,213
+17,747
| +30% | +$1.19M | 0.03% | 283 |
|
|
2024
Q2 | $6.94M | Sell |
58,466
-23,669
| -29% | -$2.81M | 0.04% | 227 |
|
|
2024
Q1 | $8.75M | Buy |
82,135
+847
| +1% | +$90.3K | 0.05% | 182 |
|
|
2023
Q4 | $8.08M | Buy |
81,288
+76,651
| +1,653% | +$7.62M | 0.05% | 183 |
|
|
2023
Q3 | $479K | Buy |
4,637
+55
| +1% | +$5.68K | ﹤0.01% | 681 |
|
|
2023
Q2 | $557K | Sell |
4,582
-11,499
| -72% | -$1.4M | ﹤0.01% | 629 |
|
|
2023
Q1 | $2.47M | Buy |
16,081
+13,222
| +462% | +$2.03M | 0.02% | 289 |
|
|
2022
Q4 | $514K | Sell |
2,859
-450
| -14% | -$80.8K | 0.01% | 518 |
|
|
2022
Q3 | $391K | Sell |
3,309
-1,114
| -25% | -$132K | ﹤0.01% | 553 |
|
|
2022
Q2 | $631K | Sell |
4,423
-15
| -0.3% | -$2.14K | 0.01% | 414 |
|
|
2022
Q1 | $764K | Buy |
4,438
+1,187
| +37% | +$204K | 0.01% | 413 |
|
|
2021
Q4 | $825K | Buy |
3,251
+398
| +14% | +$101K | 0.01% | 409 |
|
|
2021
Q3 | $1.1M | Buy |
2,853
+1,231
| +76% | +$474K | 0.02% | 344 |
|
|
2021
Q2 | $381K | Buy |
+1,622
| New | +$381K | 0.01% | 538 |
|