Wedmont Private Capital’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,075
| Closed | -$373K | – | 685 |
|
|
2024
Q2 | $373K | Buy |
3,075
+1,003
| +48% | +$122K | 0.02% | 422 |
|
|
2024
Q1 | $231K | Buy |
+2,072
| New | +$231K | 0.02% | 524 |
|
|
2023
Q2 | – | Sell |
-2,087
| Closed | -$334K | – | 513 |
|
|
2023
Q1 | $334K | Sell |
2,087
-1,428
| -41% | -$229K | 0.04% | 309 |
|
|
2022
Q4 | $634K | Buy |
+3,515
| New | +$634K | 0.09% | 162 |
|
|
2022
Q3 | – | Sell |
-2,110
| Closed | -$301K | – | 394 |
|
|
2022
Q2 | $301K | Sell |
2,110
-1,237
| -37% | -$176K | 0.06% | 234 |
|
|
2022
Q1 | $577K | Buy |
3,347
+1,276
| +62% | +$220K | 0.13% | 126 |
|
|
2021
Q4 | $435K | Buy |
+2,071
| New | +$435K | 0.13% | 123 |
|