MFG
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Mosaic Financial Group’s Philip Morris PM Stock Holding History

Mosaic Financial Group’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$322K Sell
1,770
-32
-2% -$5.82K 0.25% 84
2025
Q1 		$286K Sell
1,802
-49
-3% -$7.78K 0.23% 92
2024
Q4 		$223K Hold
1,851
– – 0.16% 109
2024
Q3 		$225K Buy
+1,851
New +$225K 0.16% 112