LWA
Lowe Wealth Advisors’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59K | Hold |
130
| – | – | ﹤0.01% | 310 |
|
|
2025
Q1 | $3.69K | Hold |
130
| – | – | ﹤0.01% | 308 |
|
|
2024
Q4 | $5.41K | Hold |
130
| – | – | ﹤0.01% | 267 |
|
|
2024
Q3 | $8.69K | Hold |
130
| – | – | ﹤0.01% | 229 |
|
|
2024
Q2 | $15.4K | Hold |
130
| – | – | 0.01% | 190 |
|
|
2024
Q1 | $13.9K | Hold |
130
| – | – | 0.01% | 194 |
|
|
2023
Q4 | $12.9K | Hold |
130
| – | – | 0.01% | 194 |
|
|
2023
Q3 | $13.4K | Hold |
130
| – | – | 0.01% | 179 |
|
|
2023
Q2 | $15.8K | Hold |
130
| – | – | 0.01% | 180 |
|
|
2023
Q1 | $20K | Sell |
130
-33
| -20% | -$5.07K | 0.01% | 149 |
|
|
2022
Q4 | $29.3K | Hold |
163
| – | – | 0.02% | 134 |
|
|
2022
Q3 | $19K | Hold |
163
| – | – | 0.01% | 152 |
|
|
2022
Q2 | $23K | Hold |
163
| – | – | 0.01% | 133 |
|
|
2022
Q1 | $28K | Hold |
163
| – | – | 0.01% | 131 |
|
|
2021
Q4 | $41K | Buy |
+163
| New | +$41K | 0.02% | 111 |
|