Newbridge Financial Services Group’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65K Hold
2,356
0.01% 457
2025
Q1
$66.8K Buy
2,356
+1,255
+114% +$35.6K 0.02% 317
2024
Q4
$45.8K Sell
1,101
-416
-27% -$17.3K 0.01% 425
2024
Q3
$101K Sell
1,517
-261
-15% -$17.4K 0.04% 195
2024
Q2
$211K Buy
1,778
+68
+4% +$8.08K 0.08% 176
2024
Q1
$182K Sell
1,710
-116
-6% -$12.4K 0.08% 205
2023
Q4
$182K Buy
1,826
+50
+3% +$4.97K 0.09% 200
2023
Q3
$183K Buy
1,776
+120
+7% +$12.4K 0.09% 198
2023
Q2
$201K Sell
1,656
-58
-3% -$7.05K 0.1% 199
2023
Q1
$263K Hold
1,714
0.14% 149
2022
Q4
$308K Buy
1,714
+157
+10% +$28.2K 0.18% 123
2022
Q3
$184K Buy
1,557
+92
+6% +$10.9K 0.11% 199
2022
Q2
$209K Buy
1,465
+200
+16% +$28.5K 0.13% 159
2022
Q1
$218K Buy
1,265
+183
+17% +$31.5K 0.11% 185
2021
Q4
$275K Buy
1,082
+64
+6% +$16.3K 0.13% 158
2021
Q3
$392K Buy
1,018
+572
+128% +$220K 0.25% 94
2021
Q2
$105K Sell
446
-250
-36% -$58.9K 0.06% 275
2021
Q1
$91K Buy
696
+141
+25% +$18.4K 0.07% 271
2020
Q4
$58K Sell
555
-449
-45% -$46.9K 0.05% 299
2020
Q3
$71K Buy
+1,004
New +$71K 0.07% 245