West Branch Capital’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-42
| Closed | -$1.19K | – | 514 |
|
|
2025
Q1 | $1.19K | Hold |
42
| – | – | ﹤0.01% | 409 |
|
|
2024
Q4 | $1.75K | Sell |
42
-59
| -58% | -$2.45K | ﹤0.01% | 391 |
|
|
2024
Q3 | $6.75K | Hold |
101
| – | – | ﹤0.01% | 312 |
|
|
2024
Q2 | $12K | Hold |
101
| – | – | ﹤0.01% | 259 |
|
|
2024
Q1 | $10.8K | Hold |
101
| – | – | ﹤0.01% | 270 |
|
|
2023
Q4 | $10K | Hold |
101
| – | – | ﹤0.01% | 276 |
|
|
2023
Q3 | $10.4K | Hold |
101
| – | – | 0.01% | 276 |
|
|
2023
Q2 | $12.3K | Hold |
101
| – | – | 0.01% | 267 |
|
|
2023
Q1 | $15.5K | Hold |
101
| – | – | 0.01% | 250 |
|
|
2022
Q4 | $18.1K | Hold |
101
| – | – | 0.01% | 234 |
|
|
2022
Q3 | $12K | Hold |
101
| – | – | 0.01% | 262 |
|
|
2022
Q2 | $14K | Hold |
101
| – | – | 0.01% | 251 |
|
|
2022
Q1 | $17K | Hold |
101
| – | – | 0.01% | 257 |
|
|
2021
Q4 | $26K | Hold |
101
| – | – | 0.01% | 243 |
|
|
2021
Q3 | $39K | Buy |
101
+14
| +16% | +$5.41K | 0.02% | 201 |
|
|
2021
Q2 | $20K | Buy |
+87
| New | +$20K | 0.01% | 250 |
|