180 Wealth Advisors’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $620K | Sell |
17,004
-1,262
| -7% | -$46K | 0.09% | 215 |
|
2025
Q1 | $493K | Buy |
18,266
+1,139
| +7% | +$30.8K | 0.08% | 234 |
|
2024
Q4 | $421K | Buy |
17,127
+4,495
| +36% | +$110K | 0.07% | 251 |
|
2024
Q3 | $338K | Buy |
12,632
+1,838
| +17% | +$49.2K | 0.05% | 310 |
|
2024
Q2 | $303K | Buy |
10,794
+1,370
| +15% | +$38.5K | 0.05% | 314 |
|
2024
Q1 | $306K | Buy |
9,424
+1,433
| +18% | +$46.5K | 0.06% | 292 |
|
2023
Q4 | $292K | Sell |
7,991
-1,000
| -11% | -$36.5K | 0.06% | 286 |
|
2023
Q3 | $320K | Buy |
8,991
+849
| +10% | +$30.2K | 0.07% | 250 |
|
2023
Q2 | $291K | Buy |
8,142
+23
| +0.3% | +$822 | 0.06% | 265 |
|
2023
Q1 | $373K | Buy |
8,119
+716
| +10% | +$32.9K | 0.09% | 224 |
|
2022
Q4 | $364K | Sell |
7,403
-196
| -3% | -$9.64K | 0.09% | 234 |
|
2022
Q3 | $367K | Sell |
7,599
-60
| -0.8% | -$2.9K | 0.1% | 197 |
|
2022
Q2 | $359K | Sell |
7,659
-162
| -2% | -$7.59K | 0.09% | 213 |
|
2022
Q1 | $610K | Sell |
7,821
-562
| -7% | -$43.8K | 0.13% | 151 |
|
2021
Q4 | $330K | Sell |
8,383
-836
| -9% | -$32.9K | 0.07% | 252 |
|
2021
Q3 | $382K | Sell |
9,219
-81
| -0.9% | -$3.36K | 0.08% | 232 |
|
2021
Q2 | $313K | Buy |
9,300
+1,335
| +17% | +$44.9K | 0.07% | 265 |
|
2021
Q1 | $282K | Buy |
+7,965
| New | +$282K | 0.07% | 268 |
|