TFC Financial Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10
| Closed | -$416 | – | 1014 |
|
|
2024
Q4 | $416 | Sell |
10
-6
| -38% | -$250 | ﹤0.01% | 685 |
|
|
2024
Q3 | $1.07K | Sell |
16
-10
| -38% | -$669 | ﹤0.01% | 582 |
|
|
2024
Q2 | $3.09K | Buy |
26
+5
| +24% | +$594 | ﹤0.01% | 438 |
|
|
2024
Q1 | $2.24K | Buy |
21
+5
| +31% | +$533 | ﹤0.01% | 454 |
|
|
2023
Q4 | $1.59K | Buy |
16
+9
| +129% | +$896 | ﹤0.01% | 476 |
|
|
2023
Q3 | $724 | Sell |
7
-2
| -22% | -$207 | ﹤0.01% | 559 |
|
|
2023
Q2 | $1.09K | Hold |
9
| – | – | ﹤0.01% | 508 |
|
|
2023
Q1 | $1.38K | Sell |
9
-118
| -93% | -$18.1K | ﹤0.01% | 490 |
|
|
2022
Q4 | $22.8K | Hold |
127
| – | – | 0.01% | 248 |
|
|
2022
Q3 | $15K | Buy |
127
+9
| +8% | +$1.06K | ﹤0.01% | 277 |
|
|
2022
Q2 | $17K | Hold |
118
| – | – | 0.01% | 272 |
|
|
2022
Q1 | $20K | Buy |
118
+26
| +28% | +$4.41K | 0.01% | 260 |
|
|
2021
Q4 | $23K | Sell |
92
-100
| -52% | -$25K | 0.01% | 262 |
|
|
2021
Q3 | $74K | Buy |
192
+14
| +8% | +$5.4K | 0.02% | 183 |
|
|
2021
Q2 | $42K | Buy |
178
+28
| +19% | +$6.61K | 0.01% | 215 |
|
|
2021
Q1 | $20K | Buy |
150
+20
| +15% | +$2.67K | 0.01% | 255 |
|
|
2020
Q4 | $14K | Buy |
+130
| New | +$14K | 0.01% | 291 |
|