SWA
SOA Wealth Advisors’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08K | Sell |
184
-11
| -6% | -$304 | ﹤0.01% | 654 |
|
|
2025
Q1 | $5.53K | Hold |
195
| – | – | ﹤0.01% | 626 |
|
|
2024
Q4 | $8.11K | Sell |
195
-71
| -27% | -$2.95K | ﹤0.01% | 570 |
|
|
2024
Q3 | $17.8K | Hold |
266
| – | – | ﹤0.01% | 461 |
|
|
2024
Q2 | $31.6K | Sell |
266
-5
| -2% | -$594 | 0.01% | 373 |
|
|
2024
Q1 | $28.9K | Hold |
271
| – | – | 0.01% | 383 |
|
|
2023
Q4 | $27K | Sell |
271
-5
| -2% | -$497 | 0.01% | 377 |
|
|
2023
Q3 | $28.5K | Hold |
276
| – | – | 0.01% | 355 |
|
|
2023
Q2 | $33.5K | Hold |
276
| – | – | 0.01% | 343 |
|
|
2023
Q1 | $42.4K | Sell |
276
-9
| -3% | -$1.38K | 0.01% | 305 |
|
|
2022
Q4 | $51.2K | Sell |
285
-11
| -4% | -$1.98K | 0.01% | 280 |
|
|
2022
Q3 | $35K | Hold |
296
| – | – | 0.01% | 305 |
|
|
2022
Q2 | $42K | Sell |
296
-32
| -10% | -$4.54K | 0.01% | 284 |
|
|
2022
Q1 | $56K | Hold |
328
| – | – | 0.01% | 292 |
|
|
2021
Q4 | $82K | Sell |
328
-193
| -37% | -$48.3K | 0.02% | 244 |
|
|
2021
Q3 | $200K | Buy |
521
+411
| +374% | +$158K | 0.05% | 154 |
|
|
2021
Q2 | $25K | Sell |
110
-12,646
| -99% | -$2.87M | 0.01% | 418 |
|
|
2021
Q1 | $1.67M | Buy |
12,756
+12,346
| +3,011% | +$1.62M | 0.47% | 48 |
|
|
2020
Q4 | $73K | Buy |
+410
| New | +$73K | 0.02% | 223 |
|