Mosaic Financial Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,918
| Closed | -$201K | – | 117 |
|
|
2025
Q1 | $201K | Buy |
7,918
+62
| +0.8% | +$1.57K | 0.16% | 115 |
|
|
2024
Q4 | $208K | Buy |
+7,856
| New | +$208K | 0.15% | 117 |
|
|
2024
Q3 | – | Sell |
-12,342
| Closed | -$345K | – | 133 |
|
|
2024
Q2 | $345K | Buy |
12,342
+56
| +0.5% | +$1.57K | 0.25% | 77 |
|
|
2024
Q1 | $341K | Buy |
+12,286
| New | +$341K | 0.27% | 74 |
|