Rise 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 | $10.9K | Buy |
396
+18
| +5% | +$497 | ﹤0.01% | 945 |
|
|
2025
Q1 | $10.7K | Buy |
378
+73
| +24% | +$2.07K | ﹤0.01% | 920 |
|
|
2024
Q4 | $12.7K | Sell |
305
-19
| -6% | -$790 | 0.01% | 910 |
|
|
2024
Q3 | $21.7K | Hold |
324
| – | – | 0.01% | 638 |
|
|
2024
Q2 | $38.5K | Buy |
324
+8
| +3% | +$950 | 0.02% | 291 |
|
|
2024
Q1 | $33.7K | Buy |
316
+286
| +953% | +$30.5K | 0.02% | 332 |
|
|
2023
Q4 | $2.98K | Hold |
30
| – | – | ﹤0.01% | 428 |
|
|
2023
Q3 | $3.1K | Buy |
30
+3
| +11% | +$310 | ﹤0.01% | 417 |
|
|
2023
Q2 | $3.28K | Hold |
27
| – | – | ﹤0.01% | 458 |
|
|
2023
Q1 | $4.15K | Hold |
27
| – | – | ﹤0.01% | 479 |
|
|
2022
Q4 | $4.85K | Hold |
27
| – | – | ﹤0.01% | 447 |
|
|
2022
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 504 |
|
|
2022
Q2 | $4K | Hold |
27
| – | – | ﹤0.01% | 476 |
|
|
2022
Q1 | $5K | Hold |
27
| – | – | ﹤0.01% | 428 |
|
|
2021
Q4 | $6.86K | Buy |
+27
| New | +$6.86K | 0.01% | 368 |
|