Westside Investment Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9K | Buy |
554
+254
| +85% | +$7.29K | ﹤0.01% | 765 |
|
|
2025
Q1 | $8.15K | Hold |
300
| – | – | ﹤0.01% | 708 |
|
|
2024
Q4 | $12.5K | Hold |
300
| – | – | ﹤0.01% | 646 |
|
|
2024
Q3 | $28.3K | Hold |
300
| – | – | 0.01% | 502 |
|
|
2024
Q2 | $35.6K | Hold |
300
| – | – | 0.01% | 440 |
|
|
2024
Q1 | $31.7K | Buy |
+300
| New | +$31.7K | 0.01% | 445 |
|
|
2022
Q2 | – | Sell |
-70
| Closed | -$12 | – | 822 |
|
|
2022
Q1 | $12 | Hold |
70
| – | – | ﹤0.01% | 593 |
|
|
2021
Q4 | $17 | Hold |
70
| – | – | ﹤0.01% | 524 |
|
|
2021
Q3 | $26 | Sell |
70
-64
| -48% | -$24 | ﹤0.01% | 459 |
|
|
2021
Q2 | $31 | Hold |
134
| – | – | ﹤0.01% | 423 |
|
|
2021
Q1 | $17 | Buy |
+134
| New | +$17 | ﹤0.01% | 481 |
|