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 |
|