Mosaic Financial Group, LLC Sells in Q2 2024

Mosaic Financial Group, LLC

  • $139 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
-6.02K
- 24.93%
$55.23 - $58.55 $332K - $352K
18.1K $1.04M
COP
Conocophillips

Energy
-124
- 0.79%
$109.39 - $133.52 $13.6K - $16.6K
15.6K $1.78M
MCD
Mcdonalds Corp

Consumer Cyclical
-132
- 2.91%
$249.37 - $280.22 $32.9K - $37K
4.4K $1.12M
FCX
Freeport Mcmoran Inc

Basic Materials
-3.2K
- 19.02%
$47.26 - $54.86 $151K - $176K
13.6K $662K
GPC
Genuine Parts CO

Consumer Cyclical
-700
- 42.94%
$136.7 - $163.38 $95.7K - $114K
930 $129K
SONY
Sony Group Corp

Technology
-1.4K
- 48.28%
$75.37 - $87.23 $106K - $122K
1.5K $127K
MS
Morgan Stanley

Financial Services
-1.3K
- 34.23%
$86.19 - $101.53 $112K - $132K
2.49K $242K
AXP
American Express CO

Financial Services
-500
- 49.55%
$217.5 - $243.08 $109K - $122K
509 $118K
MDT
Medtronic PLC

Healthcare
-716
- 17.31%
$78.71 - $87.02 $56.4K - $62.3K
3.42K $269K
PLD
Prologis, Inc.

Real Estate
-370
- 14.5%
$101.88 - $127.92 $37.7K - $47.3K
2.18K $245K
JNJ
Johnson & Johnson

Healthcare
-142
- 5.1%
$144.38 - $157.78 $20.5K - $22.4K
2.64K $386K
XLF
Financial Sector Spdr

ETFs
-878
- 9.32%
$39.59 - $42.49 $34.8K - $37.3K
8.54K $351K
WFC
Wells Fargo & Company

Financial Services
-964
- 11.18%
$56.41 - $62.34 $54.4K - $60.1K
7.66K $455K
PEP
Pepsico Inc

Consumer Defensive
-175
- 12.56%
$163.33 - $183.11 $28.6K - $32K
1.22K $201K
DE
Deere & CO

Industrials
-34
- 5.03%
$364.98 - $414.02 $12.4K - $14.1K
642 $240K
BLK
Black Rock Inc.

Financial Services
-23
- 8.81%
$747.3 - $826.77 $17.2K - $19K
238 $187K
ABNB
Airbnb, Inc.

Consumer Cyclical
-8
- 0.36%
$141.04 - $165.42 $1.13K - $1.32K
2.22K $336K
CB
Chubb LTD

Financial Services
-89
- 10.56%
$243.01 - $274.28 $21.6K - $24.4K
754 $192K
Atlanta Braves Hldgs Inc
-400
- 5.56%
N/A
6.8K $281K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-100
- 0.73%
$100.13 - $100.67 $10K - $10.1K
13.7K $1.38M
JPM
Jpmorgan Chase & CO

Financial Services
-70
- 0.72%
$180.08 - $204.79 $12.6K - $14.3K
9.7K $1.96M
MO
Altria Group, Inc.

Consumer Defensive
-89
- 1.69%
$40.75 - $46.83 $3.63K - $4.17K
5.17K $235K
VTI
Vanguard Total Stock Market Et

ETFs
-37
- 0.46%
$245.23 - $269.4 $9.07K - $9.97K
8.07K $2.16M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-183
- 0.63%
$48.94 - $60.68 $8.96K - $11.1K
28.8K $1.67M
NVS
Novartis Ag

Healthcare
-461
- 3.08%
$92.57 - $107.37 $42.7K - $49.5K
14.5K $1.54M
AVGO
Broadcom Inc.

Technology
-27
- 3.49%
$1204.71 - $1828.87 $32.5K - $49.4K
747 $1.2M
MSFT
Microsoft Corp

Technology
-61
- 0.34%
$389.33 - $452.85 $23.7K - $27.6K
17.9K $8.01M
Activity Summary
Buys All Purchases 57 New Holdings 3 Increased Positions 54 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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