LPL Financial’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Sell |
185,163
-491,049
| -73% | -$13.5M | ﹤0.01% | 2282 |
|
|
2025
Q1 | $19.2M | Buy |
676,212
+308,334
| +84% | +$8.74M | 0.01% | 1171 |
|
|
2024
Q4 | $15.3M | Buy |
367,878
+265,982
| +261% | +$11.1M | 0.01% | 1237 |
|
|
2024
Q3 | $6.81M | Sell |
101,896
-10,217
| -9% | -$683K | ﹤0.01% | 1742 |
|
|
2024
Q2 | $13.3M | Buy |
112,113
+7,998
| +8% | +$950K | 0.01% | 1184 |
|
|
2024
Q1 | $11.1M | Buy |
104,115
+11,595
| +13% | +$1.24M | 0.01% | 1263 |
|
|
2023
Q4 | $9.2M | Sell |
92,520
-23,262
| -20% | -$2.31M | 0.01% | 1301 |
|
|
2023
Q3 | $12M | Buy |
115,782
+7,811
| +7% | +$807K | 0.01% | 1055 |
|
|
2023
Q2 | $13.1M | Buy |
107,971
+10,239
| +10% | +$1.24M | 0.01% | 989 |
|
|
2023
Q1 | $15M | Sell |
97,732
-3,614
| -4% | -$555K | 0.01% | 885 |
|
|
2022
Q4 | $18.2M | Buy |
101,346
+4,430
| +5% | +$796K | 0.02% | 745 |
|
|
2022
Q3 | $11.5M | Sell |
96,916
-7,390
| -7% | -$874K | 0.01% | 887 |
|
|
2022
Q2 | $14.9M | Sell |
104,306
-838
| -0.8% | -$120K | 0.01% | 762 |
|
|
2022
Q1 | $18.1M | Sell |
105,144
-15,053
| -13% | -$2.59M | 0.02% | 707 |
|
|
2021
Q4 | $30.5M | Sell |
120,197
-29,864
| -20% | -$7.58M | 0.03% | 505 |
|
|
2021
Q3 | $57.8M | Buy |
150,061
+24,239
| +19% | +$9.33M | 0.05% | 315 |
|
|
2021
Q2 | $29.6M | Buy |
125,822
+10,712
| +9% | +$2.52M | 0.03% | 454 |
|
|
2021
Q1 | $15.1M | Sell |
115,110
-9,358
| -8% | -$1.23M | 0.02% | 645 |
|
|
2020
Q4 | $13M | Sell |
124,468
-15,733
| -11% | -$1.64M | 0.02% | 625 |
|
|
2020
Q3 | $9.92M | Buy |
140,201
+60,120
| +75% | +$4.25M | 0.02% | 648 |
|
|
2020
Q2 | $5.14M | Buy |
80,081
+22,327
| +39% | +$1.43M | 0.01% | 863 |
|
|
2020
Q1 | $1.73M | Buy |
+57,754
| New | +$1.73M | ﹤0.01% | 1283 |
|