Mark Sheptoff Financial Planning’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276 | Hold |
10
| – | – | ﹤0.01% | 504 |
|
|
2025
Q1 | $284 | Hold |
10
| – | – | ﹤0.01% | 433 |
|
|
2024
Q4 | $416 | Sell |
10
-200
| -95% | -$8.32K | ﹤0.01% | 419 |
|
|
2024
Q3 | $14K | Buy |
210
+200
| +2,000% | +$13.4K | 0.01% | 278 |
|
|
2024
Q2 | $1.19K | Hold |
10
| – | – | ﹤0.01% | 403 |
|
|
2024
Q1 | $1.07K | Buy |
+10
| New | +$1.07K | ﹤0.01% | 373 |
|
|
2023
Q3 | – | Sell |
-100
| Closed | -$12.2K | – | 398 |
|
|
2023
Q2 | $12.2K | Hold |
100
| – | – | 0.01% | 263 |
|
|
2023
Q1 | $15.4K | Hold |
100
| – | – | 0.01% | 232 |
|
|
2022
Q4 | $18K | Buy |
+100
| New | +$18K | 0.01% | 226 |
|
|
2022
Q1 | – | Sell |
-25
| Closed | -$6K | – | 469 |
|
|
2021
Q4 | $6K | Sell |
25
-125
| -83% | -$30K | ﹤0.01% | 358 |
|
|
2021
Q3 | $58K | Sell |
150
-100
| -40% | -$38.7K | 0.03% | 166 |
|
|
2021
Q2 | $59K | Buy |
+250
| New | +$59K | 0.03% | 168 |
|
|
2021
Q1 | – | Sell |
-25
| Closed | -$3K | – | 388 |
|
|
2020
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 318 |
|