Private Wealth Management 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 | $6.21K | Buy |
225
+28
| +14% | +$773 | ﹤0.01% | 665 |
|
2025
Q1 | $5.59K | Buy |
197
+44
| +29% | +$1.25K | ﹤0.01% | 677 |
|
2024
Q4 | $6.36K | Buy |
153
+53
| +53% | +$2.2K | ﹤0.01% | 644 |
|
2024
Q3 | $6.68K | Sell |
100
-145
| -59% | -$9.69K | ﹤0.01% | 606 |
|
2024
Q2 | $29.1K | Buy |
245
+137
| +127% | +$16.3K | 0.01% | 221 |
|
2024
Q1 | $11.5K | Buy |
108
+54
| +100% | +$5.76K | 0.01% | 372 |
|
2023
Q4 | $5.37K | Buy |
+54
| New | +$5.37K | ﹤0.01% | 606 |
|