Mowery & Schoenfeld Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3K | Buy |
700
+375
| +115% | +$10.3K | 0.03% | 173 |
|
|
2025
Q1 | $9.21K | Sell |
325
-35
| -10% | -$992 | 0.02% | 271 |
|
|
2024
Q4 | $15K | Sell |
360
-340
| -49% | -$14.1K | 0.03% | 191 |
|
|
2024
Q3 | $46.8K | Hold |
700
| – | – | 0.07% | 102 |
|
|
2024
Q2 | $83.1K | Hold |
700
| – | – | 0.12% | 71 |
|
|
2024
Q1 | $74.6K | Hold |
700
| – | – | 0.14% | 62 |
|
|
2023
Q4 | $69.6K | Buy |
+700
| New | +$69.6K | 0.14% | 64 |
|