Valued Wealth 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 | $221 | Hold |
8
| – | – | ﹤0.01% | 569 |
|
|
2025
Q1 | $227 | Sell |
8
-5
| -38% | -$142 | ﹤0.01% | 604 |
|
|
2024
Q4 | $541 | Sell |
13
-3
| -19% | -$125 | ﹤0.01% | 549 |
|
|
2024
Q3 | $1.07K | Buy |
16
+5
| +45% | +$334 | ﹤0.01% | 442 |
|
|
2024
Q2 | $1.31K | Hold |
11
| – | – | ﹤0.01% | 416 |
|
|
2024
Q1 | $1.17K | Sell |
11
-21
| -66% | -$2.24K | ﹤0.01% | 423 |
|
|
2023
Q4 | $3.31K | Buy |
+32
| New | +$3.31K | ﹤0.01% | 248 |
|