Spire Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Buy |
9,639
+4,222
| +78% | +$116K | 0.01% | 686 |
|
|
2025
Q1 | $154K | Sell |
5,417
-17,807
| -77% | -$505K | ﹤0.01% | 887 |
|
|
2024
Q4 | $966K | Buy |
23,224
+22,192
| +2,150% | +$923K | 0.03% | 402 |
|
|
2024
Q3 | $69K | Sell |
1,032
-20
| -2% | -$1.34K | ﹤0.01% | 1039 |
|
|
2024
Q2 | $125K | Sell |
1,052
-256
| -20% | -$30.4K | ﹤0.01% | 837 |
|
|
2024
Q1 | $139K | Buy |
1,308
+197
| +18% | +$21K | ﹤0.01% | 894 |
|
|
2023
Q4 | $111K | Sell |
1,111
-1,269
| -53% | -$127K | ﹤0.01% | 966 |
|
|
2023
Q3 | $246K | Buy |
2,380
+314
| +15% | +$32.4K | 0.01% | 649 |
|
|
2023
Q2 | $251K | Sell |
2,066
-225
| -10% | -$27.3K | 0.01% | 659 |
|
|
2023
Q1 | $352K | Sell |
2,291
-296
| -11% | -$45.5K | 0.01% | 579 |
|
|
2022
Q4 | $465K | Sell |
2,587
-163
| -6% | -$29.3K | 0.03% | 369 |
|
|
2022
Q3 | $325K | Sell |
2,750
-236
| -8% | -$27.9K | 0.02% | 421 |
|
|
2022
Q2 | $427K | Buy |
2,986
+1,687
| +130% | +$241K | 0.02% | 520 |
|
|
2022
Q1 | $224K | Sell |
1,299
-636
| -33% | -$110K | 0.01% | 841 |
|
|
2021
Q4 | $491K | Sell |
1,935
-2,635
| -58% | -$669K | 0.01% | 708 |
|
|
2021
Q3 | $1.77M | Buy |
4,570
+1,636
| +56% | +$635K | 0.05% | 308 |
|
|
2021
Q2 | $749K | Buy |
2,934
+1,045
| +55% | +$267K | 0.02% | 496 |
|
|
2021
Q1 | $239K | Buy |
+1,889
| New | +$239K | 0.01% | 983 |
|