Winch 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 | $193 | Hold |
7
| – | – | ﹤0.01% | 481 |
|
|
2025
Q1 | $198 | Hold |
7
| – | – | ﹤0.01% | 477 |
|
|
2024
Q4 | $291 | Hold |
7
| – | – | ﹤0.01% | 522 |
|
|
2024
Q3 | $468 | Hold |
7
| – | – | ﹤0.01% | 425 |
|
|
2024
Q2 | $831 | Hold |
7
| – | – | ﹤0.01% | 405 |
|
|
2024
Q1 | $746 | Hold |
7
| – | – | ﹤0.01% | 402 |
|
|
2023
Q4 | $696 | Hold |
7
| – | – | ﹤0.01% | 398 |
|
|
2023
Q3 | $1K | Sell |
7
-125
| -95% | -$17.9K | ﹤0.01% | 399 |
|
|
2023
Q2 | $16K | Hold |
132
| – | – | 0.01% | 212 |
|
|
2023
Q1 | $20K | Hold |
132
| – | – | 0.01% | 191 |
|
|
2022
Q4 | $24K | Hold |
132
| – | – | 0.01% | 175 |
|
|
2022
Q3 | $16K | Hold |
132
| – | – | 0.01% | 186 |
|
|
2022
Q2 | $19K | Sell |
132
-95
| -42% | -$13.7K | 0.01% | 181 |
|
|
2022
Q1 | $39K | Hold |
227
| – | – | 0.01% | 148 |
|
|
2021
Q4 | $58K | Hold |
227
| – | – | 0.02% | 127 |
|
|
2021
Q3 | $87K | Buy |
227
+95
| +72% | +$36.4K | 0.03% | 97 |
|
|
2021
Q2 | $31K | Buy |
132
+125
| +1,786% | +$29.4K | 0.01% | 158 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 427 |
|
|
2020
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 408 |
|