United Capital Financial Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Buy |
14,440
+6,299
| +77% | +$174K | ﹤0.01% | 831 |
|
|
2025
Q1 | $231K | Sell |
8,141
-918
| -10% | -$26K | ﹤0.01% | 957 |
|
|
2024
Q4 | $377K | Buy |
9,059
+2,972
| +49% | +$124K | ﹤0.01% | 806 |
|
|
2024
Q3 | $407K | Sell |
6,087
-4,700
| -44% | -$314K | ﹤0.01% | 786 |
|
|
2024
Q2 | $1.28M | Buy |
10,787
+883
| +9% | +$105K | 0.01% | 477 |
|
|
2024
Q1 | $1.06M | Buy |
9,904
+1,124
| +13% | +$120K | 0.01% | 543 |
|
|
2023
Q4 | $873K | Buy |
8,780
+3,052
| +53% | +$304K | 0.01% | 583 |
|
|
2023
Q3 | $592K | Sell |
5,728
-1,940
| -25% | -$200K | ﹤0.01% | 609 |
|
|
2023
Q2 | $932K | Sell |
7,668
-1,800
| -19% | -$219K | 0.01% | 567 |
|
|
2023
Q1 | $1.45M | Sell |
9,468
-2,359
| -20% | -$362K | 0.01% | 501 |
|
|
2022
Q4 | $2.12M | Buy |
11,827
+267
| +2% | +$48K | 0.01% | 467 |
|
|
2022
Q3 | $1.37M | Buy |
11,560
+680
| +6% | +$80.4K | 0.01% | 544 |
|
|
2022
Q2 | $1.55M | Sell |
10,880
-376
| -3% | -$53.7K | 0.01% | 545 |
|
|
2022
Q1 | $1.94M | Sell |
11,256
-581
| -5% | -$100K | 0.01% | 518 |
|
|
2021
Q4 | $3.01M | Sell |
11,837
-204
| -2% | -$51.8K | 0.01% | 459 |
|
|
2021
Q3 | $4.63M | Buy |
12,041
+188
| +2% | +$72.4K | 0.02% | 385 |
|
|
2021
Q2 | $2.79M | Buy |
11,853
+143
| +1% | +$33.6K | 0.01% | 478 |
|
|
2021
Q1 | $1.53M | Sell |
11,710
-176
| -1% | -$23K | 0.01% | 562 |
|
|
2020
Q4 | $1.24M | Buy |
11,886
+1,942
| +20% | +$203K | 0.01% | 618 |
|
|
2020
Q3 | $704K | Buy |
9,944
+4,671
| +89% | +$331K | ﹤0.01% | 745 |
|
|
2020
Q2 | $339K | Buy |
+5,273
| New | +$339K | ﹤0.01% | 969 |
|