Toth Financial Advisory’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.66K | Buy |
169
+34
| +25% | +$938 | ﹤0.01% | 560 |
|
|
2025
Q1 | $3.83K | Hold |
135
| – | – | ﹤0.01% | 535 |
|
|
2024
Q4 | $5.61K | Hold |
135
| – | – | ﹤0.01% | 499 |
|
|
2024
Q3 | $9.02K | Hold |
135
| – | – | ﹤0.01% | 458 |
|
|
2024
Q2 | $16K | Hold |
135
| – | – | ﹤0.01% | 419 |
|
|
2024
Q1 | $14.4K | Hold |
135
| – | – | ﹤0.01% | 416 |
|
|
2023
Q4 | $13.4K | Hold |
135
| – | – | ﹤0.01% | 423 |
|
|
2023
Q3 | $13.9K | Hold |
135
| – | – | ﹤0.01% | 412 |
|
|
2023
Q2 | $16.4K | Hold |
135
| – | – | ﹤0.01% | 414 |
|
|
2023
Q1 | $20.7K | Sell |
135
-117
| -46% | -$18K | ﹤0.01% | 378 |
|
|
2022
Q4 | $45.3K | Hold |
252
| – | – | 0.01% | 286 |
|
|
2022
Q3 | $30K | Hold |
252
| – | – | 0.01% | 332 |
|
|
2022
Q2 | $36K | Sell |
252
-70
| -22% | -$10K | 0.01% | 304 |
|
|
2022
Q1 | $55K | Buy |
322
+12
| +4% | +$2.05K | 0.01% | 278 |
|
|
2021
Q4 | $79K | Hold |
310
| – | – | 0.01% | 261 |
|
|
2021
Q3 | $119K | Sell |
310
-77
| -20% | -$29.6K | 0.02% | 229 |
|
|
2021
Q2 | $91K | Sell |
387
-190
| -33% | -$44.7K | 0.01% | 229 |
|
|
2021
Q1 | $76K | Buy |
577
+377
| +189% | +$49.7K | 0.01% | 257 |
|
|
2020
Q4 | $21K | Hold |
200
| – | – | ﹤0.01% | 334 |
|
|
2020
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 345 |
|
|
2020
Q2 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 324 |
|