Steward Partners Investment Advisory’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.7K | Buy |
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|
2025
Q1 | $74.1K | Sell |
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|
2024
Q4 | $131K | Sell |
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|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $608K | Sell |
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|
2024
Q1 | $686K | Sell |
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|
2023
Q4 | $646K | Buy |
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|
2023
Q3 | $541K | Buy |
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|
2023
Q2 | $565K | Sell |
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|
2023
Q1 | $892K | Sell |
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $740K | Sell |
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|
2022
Q2 | $951K | Sell |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $4.19M | Sell |
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|
2021
Q3 | $13.2M | Buy |
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|
2021
Q2 | $7.49M | Buy |
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|
2021
Q1 | $973K | Buy |
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|
2020
Q4 | $321K | Sell |
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|
2020
Q3 | $228K | Buy |
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|
2020
Q2 | $140K | Sell |
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|
2020
Q1 | $72K | Buy |
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|
2019
Q4 | $29K | Hold |
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|
2019
Q3 | $23K | Hold |
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|
2019
Q2 | $21K | Buy |
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