Sigma Planning Corp’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 | $1.31M | Sell |
25,705
-5,056
| -16% | -$236K | 0.04% | 468 |
|
|
2025
Q4 | $907K | Buy |
+30,761
| New | +$836K | 0.03% | 569 |
|
|
2024
Q3 | – | Sell |
-1,939
| Closed | -$230K | – | 1255 |
|
|
2024
Q2 | $230K | Sell |
1,939
-1,374
| -41% | -$174K | 0.01% | 1028 |
|
|
2024
Q1 | $353K | Buy |
3,313
+536
| +19% | +$54K | 0.01% | 885 |
|
|
2023
Q4 | $276K | Sell |
2,777
-7,228
| -72% | -$608K | 0.02% | 653 |
|
|
2023
Q3 | $1.03M | Sell |
10,005
-1,528
| -13% | -$170K | 0.04% | 454 |
|
|
2023
Q2 | $1.4M | Buy |
11,533
+137
| +1% | +$18.3K | 0.05% | 363 |
|
|
2023
Q1 | $1.75M | Sell |
11,396
-671
| -6% | -$111K | 0.06% | 333 |
|
|
2022
Q4 | $2.17M | Buy |
12,067
+639
| +6% | +$104K | 0.08% | 267 |
|
|
2022
Q3 | $1.35M | Sell |
11,428
-89
| -0.8% | -$13.5K | 0.05% | 355 |
|
|
2022
Q2 | $1.65M | Buy |
11,517
+46
| +0.4% | +$6.58K | 0.06% | 315 |
|
|
2022
Q1 | $1.98M | Sell |
11,471
-549
| -5% | -$92.4K | 0.06% | 317 |
|
|
2021
Q4 | $3.05M | Sell |
12,020
-15,178
| -56% | -$4.44M | 0.09% | 239 |
|
|
2021
Q3 | $10.5M | Buy |
27,198
+13,973
| +106% | +$5.15M | 0.32% | 58 |
|
|
2021
Q2 | $3.11M | Buy |
13,225
+397
| +3% | +$70.9K | 0.09% | 238 |
|
|
2021
Q1 | $1.68M | Sell |
12,828
-408
| -3% | -$59.1K | 0.05% | 360 |
|
|
2020
Q4 | $1.38M | Sell |
13,236
-3,862
| -23% | -$391K | 0.05% | 363 |
|
|
2020
Q3 | $1.21M | Sell |
17,098
-1,015
| -6% | -$70.8K | 0.05% | 352 |
|
|
2020
Q2 | $1.16M | Buy |
18,113
+7,958
| +78% | +$436K | 0.05% | 348 |
|
|
2020
Q1 | $304K | Buy |
+10,155
| New | +$234K | 0.02% | 646 |
|
Other funds holding MRNA
VCM
VPM