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