Mosaic Family Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Sell |
24,965
-202
| -0.8% | -$4.9K | 0.08% | 119 |
|
|
2025
Q1 | $638K | Sell |
25,167
-635
| -2% | -$16.1K | 0.09% | 112 |
|
|
2024
Q4 | $685K | Sell |
25,802
-841
| -3% | -$22.3K | 0.1% | 100 |
|
|
2024
Q3 | $771K | Buy |
26,643
+1,404
| +6% | +$40.6K | 0.11% | 89 |
|
|
2024
Q2 | $706K | Buy |
25,239
+29
| +0.1% | +$811 | 0.11% | 94 |
|
|
2024
Q1 | $700K | Sell |
25,210
-104
| -0.4% | -$2.89K | 0.12% | 96 |
|
|
2023
Q4 | $729K | Buy |
25,314
+42
| +0.2% | +$1.21K | 0.13% | 91 |
|
|
2023
Q3 | $838K | Sell |
25,272
-56
| -0.2% | -$1.86K | 0.17% | 77 |
|
|
2023
Q2 | $929K | Buy |
25,328
+11
| +0% | +$403 | 0.18% | 67 |
|
|
2023
Q1 | $1.03M | Sell |
25,317
-577
| -2% | -$23.5K | 0.22% | 54 |
|
|
2022
Q4 | $1.33M | Buy |
+25,894
| New | +$1.33M | 0.37% | 43 |
|