Wealth Enhancement Advisory Services’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
15,386
+3,008
| +24% | +$91.7K | ﹤0.01% | 2258 |
|
|
2025
Q1 | $351K | Sell |
12,378
-1,053
| -8% | -$29.9K | ﹤0.01% | 2306 |
|
|
2024
Q4 | $558K | Buy |
13,431
+5,078
| +61% | +$211K | ﹤0.01% | 1895 |
|
|
2024
Q3 | $558K | Sell |
8,353
-3,541
| -30% | -$237K | ﹤0.01% | 1745 |
|
|
2024
Q2 | $1.41M | Buy |
11,894
+914
| +8% | +$109K | ﹤0.01% | 1135 |
|
|
2024
Q1 | $1.17M | Sell |
10,980
-1,473
| -12% | -$157K | ﹤0.01% | 1163 |
|
|
2023
Q4 | $1.24M | Sell |
12,453
-2,693
| -18% | -$268K | ﹤0.01% | 1079 |
|
|
2023
Q3 | $1.56M | Sell |
15,146
-2,263
| -13% | -$234K | 0.01% | 945 |
|
|
2023
Q2 | $2.12M | Buy |
17,409
+373
| +2% | +$45.3K | 0.02% | 195 |
|
|
2023
Q1 | $2.62M | Buy |
+17,036
| New | +$2.62M | 0.03% | 185 |
|