Mosaic Family Wealth Partners’s First Citizens BancShares FCNCA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$225K	Sell	115 -14	-11%	-$27.4K	0.03%	208
2025 Q1	$239K	Buy	+129	New	+$239K	0.03%	190
2024 Q2	–	Sell	-290	Closed	-$474K	–	199
2024 Q1	$474K	Buy	+290	New	+$474K	0.08%	118