Rothschild Investment LLC’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.4K Buy
920
+446
+94% +$12.3K ﹤0.01% 966
2025
Q1
$13.4K Sell
474
-107
-18% -$3.03K ﹤0.01% 1101
2024
Q4
$24.2K Buy
581
+199
+52% +$8.27K ﹤0.01% 953
2024
Q3
$25.5K Sell
382
-278
-42% -$18.6K ﹤0.01% 942
2024
Q2
$78.4K Buy
660
+222
+51% +$26.4K 0.01% 674
2024
Q1
$46.7K Buy
438
+65
+17% +$6.93K ﹤0.01% 742
2023
Q4
$37.1K Buy
+373
New +$37.1K ﹤0.01% 720
2022
Q1
Sell
-830
Closed -$211K 531
2021
Q4
$211K Buy
+830
New +$211K 0.02% 469
2021
Q2
Sell
-5,675
Closed -$743K 494
2021
Q1
$743K Buy
+5,675
New +$743K 0.06% 252