OneDigital Investment Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
8,671
-25
| -0.3% | -$690 | ﹤0.01% | 1294 |
|
|
2025
Q1 | $247K | Buy |
8,696
+785
| +10% | +$22.3K | ﹤0.01% | 1219 |
|
|
2024
Q4 | $329K | Sell |
7,911
-958
| -11% | -$39.8K | ﹤0.01% | 1086 |
|
|
2024
Q3 | $593K | Sell |
8,869
-882
| -9% | -$58.9K | 0.01% | 869 |
|
|
2024
Q2 | $1.16M | Buy |
9,751
+255
| +3% | +$30.3K | 0.01% | 571 |
|
|
2024
Q1 | $1.01M | Sell |
9,496
-182
| -2% | -$19.4K | 0.02% | 508 |
|
|
2023
Q4 | $962K | Buy |
9,678
+1,885
| +24% | +$187K | 0.02% | 493 |
|
|
2023
Q3 | $805K | Sell |
7,793
-250
| -3% | -$25.8K | 0.02% | 481 |
|
|
2023
Q2 | $977K | Sell |
8,043
-670
| -8% | -$81.4K | 0.02% | 418 |
|
|
2023
Q1 | $1.34M | Buy |
8,713
+610
| +8% | +$93.7K | 0.03% | 344 |
|
|
2022
Q4 | $1.46M | Buy |
8,103
+270
| +3% | +$48.5K | 0.04% | 295 |
|
|
2022
Q3 | $926K | Buy |
7,833
+6,247
| +394% | +$739K | 0.03% | 313 |
|
|
2022
Q2 | $227K | Buy |
1,586
+50
| +3% | +$7.16K | 0.01% | 619 |
|
|
2022
Q1 | $265K | Buy |
1,536
+401
| +35% | +$69.2K | 0.01% | 627 |
|
|
2021
Q4 | $288K | Sell |
1,135
-115
| -9% | -$29.2K | 0.01% | 597 |
|
|
2021
Q3 | $481K | Sell |
1,250
-1,267
| -50% | -$488K | 0.02% | 421 |
|
|
2021
Q2 | $591K | Sell |
2,517
-69
| -3% | -$16.2K | 0.02% | 361 |
|
|
2021
Q1 | $339K | Buy |
2,586
+144
| +6% | +$18.9K | 0.02% | 472 |
|
|
2020
Q4 | $255K | Buy |
+2,442
| New | +$255K | 0.01% | 521 |
|