Sound Income Strategies’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2K | Sell |
877
-232
| -21% | -$6.4K | ﹤0.01% | 711 |
|
|
2025
Q1 | $31.4K | Hold |
1,109
| – | – | ﹤0.01% | 615 |
|
|
2024
Q4 | $46.1K | Buy |
1,109
+32
| +3% | +$1.33K | ﹤0.01% | 486 |
|
|
2024
Q3 | $72K | Hold |
1,077
| – | – | ﹤0.01% | 388 |
|
|
2024
Q2 | $128K | Hold |
1,077
| – | – | 0.01% | 290 |
|
|
2024
Q1 | $115K | Buy |
1,077
+315
| +41% | +$33.6K | 0.01% | 286 |
|
|
2023
Q4 | $75.8K | Buy |
762
+115
| +18% | +$11.4K | 0.01% | 335 |
|
|
2023
Q3 | $66.8K | Sell |
647
-13
| -2% | -$1.34K | 0.01% | 264 |
|
|
2023
Q2 | $80.2K | Buy |
660
+60
| +10% | +$7.29K | 0.01% | 241 |
|
|
2023
Q1 | $92.1K | Hold |
600
| – | – | 0.01% | 207 |
|
|
2022
Q4 | $108K | Hold |
600
| – | – | 0.01% | 185 |
|
|
2022
Q3 | $71K | Hold |
600
| – | – | 0.01% | 196 |
|
|
2022
Q2 | $86K | Hold |
600
| – | – | 0.01% | 176 |
|
|
2022
Q1 | $103K | Hold |
600
| – | – | 0.01% | 173 |
|
|
2021
Q4 | $152K | Sell |
600
-45
| -7% | -$11.4K | 0.02% | 153 |
|
|
2021
Q3 | $248K | Buy |
645
+292
| +83% | +$112K | 0.03% | 130 |
|
|
2021
Q2 | $83K | Buy |
353
+103
| +41% | +$24.2K | 0.01% | 185 |
|
|
2021
Q1 | $32.7K | Hold |
250
| – | – | 0.01% | 278 |
|
|
2020
Q4 | $26K | Sell |
250
-150
| -38% | -$15.6K | 0.01% | 284 |
|
|
2020
Q3 | $28K | Hold |
400
| – | – | 0.01% | 248 |
|
|
2020
Q2 | $26K | Buy |
+400
| New | +$26K | 0.01% | 235 |
|