LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.83K | Hold |
175
| – | – | ﹤0.01% | 499 |
|
|
2025
Q1 | $4.65K | Hold |
175
| – | – | ﹤0.01% | 507 |
|
|
2024
Q4 | $7.29K | Hold |
175
| – | – | ﹤0.01% | 498 |
|
|
2024
Q3 | $9.24K | Sell |
175
-315
| -64% | -$16.6K | ﹤0.01% | 502 |
|
|
2024
Q2 | $61.3K | Hold |
490
| – | – | ﹤0.01% | 374 |
|
|
2024
Q1 | $51.2K | Hold |
490
| – | – | ﹤0.01% | 393 |
|
|
2023
Q4 | $49.5K | Sell |
490
-120
| -20% | -$12.1K | ﹤0.01% | 400 |
|
|
2023
Q3 | $43.5K | Buy |
610
+490
| +408% | +$34.9K | ﹤0.01% | 429 |
|
|
2023
Q2 | $14.6K | Sell |
120
-200
| -63% | -$24.3K | ﹤0.01% | 523 |
|
|
2023
Q1 | $49.1K | Sell |
320
-665
| -68% | -$102K | ﹤0.01% | 409 |
|
|
2022
Q4 | $177K | Buy |
985
+120
| +14% | +$21.6K | ﹤0.01% | 290 |
|
|
2022
Q3 | $102K | Sell |
865
-2
| -0.2% | -$236 | ﹤0.01% | 348 |
|
|
2022
Q2 | $124K | Sell |
867
-1,191
| -58% | -$170K | ﹤0.01% | 337 |
|
|
2022
Q1 | $355K | Buy |
2,058
+50
| +2% | +$8.63K | ﹤0.01% | 238 |
|
|
2021
Q4 | $510K | Sell |
2,008
-23
| -1% | -$5.84K | ﹤0.01% | 223 |
|
|
2021
Q3 | $782K | Buy |
2,031
+173
| +9% | +$66.6K | 0.01% | 187 |
|
|
2021
Q2 | $437K | Buy |
+1,858
| New | +$437K | ﹤0.01% | 236 |
|