Prestige Wealth Management Group’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.96K | Hold |
137
| – | – | ﹤0.01% | 486 |
|
|
2025
Q4 | $4.04K | Buy |
137
+6
| +5% | +$163 | ﹤0.01% | 626 |
|
|
2025
Q3 | $3.38K | Buy |
131
+114
| +671% | +$3.18K | ﹤0.01% | 636 |
|
|
2025
Q2 | $470 | Sell |
17
-47
| -73% | -$1.24K | ﹤0.01% | 938 |
|
|
2025
Q1 | $1.81K | Buy |
64
+54
| +540% | +$1.92K | ﹤0.01% | 759 |
|
|
2024
Q4 | $416 | Sell |
10
-31
| -76% | -$1.48K | ﹤0.01% | 988 |
|
|
2024
Q3 | $2.74K | Buy |
41
+24
| +141% | +$2.2K | ﹤0.01% | 716 |
|
|
2024
Q2 | $2.02K | Sell |
17
-19
| -53% | -$2.4K | ﹤0.01% | 714 |
|
|
2024
Q1 | $3.84K | Buy |
36
+19
| +112% | +$1.92K | ﹤0.01% | 629 |
|
|
2023
Q4 | $1.69K | Buy |
17
+4
| +31% | +$336 | ﹤0.01% | 781 |
|
|
2023
Q3 | $1.34K | Sell |
13
-14
| -52% | -$1.56K | ﹤0.01% | 824 |
|
|
2023
Q2 | $3.28K | Buy |
27
+8
| +42% | +$1.07K | ﹤0.01% | 682 |
|
|
2023
Q1 | $2.92K | Sell |
19
-23
| -55% | -$3.79K | ﹤0.01% | 679 |
|
|
2022
Q4 | $7.54K | Buy |
42
+9
| +27% | +$1.47K | ﹤0.01% | 526 |
|
|
2022
Q3 | $4K | Sell |
33
-111
| -77% | -$16.8K | ﹤0.01% | 602 |
|
|
2022
Q2 | $20K | Buy |
144
+106
| +279% | +$15.2K | 0.01% | 333 |
|
|
2022
Q1 | $7K | Buy |
38
+20
| +111% | +$3.37K | ﹤0.01% | 542 |
|
|
2021
Q4 | $5K | Sell |
18
-86
| -83% | -$25.1K | ﹤0.01% | 646 |
|
|
2021
Q3 | $40K | Buy |
104
+57
| +121% | +$21K | 0.01% | 278 |
|
|
2021
Q2 | $11K | Buy |
+47
| New | +$8.4K | ﹤0.01% | 461 |
|
|
2021
Q1 | – | Sell |
-400
| Closed | -$42K | – | 1005 |
|
|
2020
Q4 | $42K | Hold |
400
| – | – | 0.01% | 266 |
|
|
2020
Q3 | $28K | Buy |
400
+200
| +100% | +$13.9K | 0.01% | 313 |
|
|
2020
Q2 | $13K | Buy |
+200
| New | +$11K | ﹤0.01% | 391 |
|
Other funds holding MRNA
VCM
VPM
