AWM
MOS icon

Abound Wealth Management’s The Mosaic Company MOS Stock Holding History

Abound Wealth Management’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4
Closed -$101 – 1313
2024
Q4 		$101 Sell
4
-39
-91% -$1.02K ﹤0.01% 1205
2024
Q3 		$1.15K Hold
43
– – ﹤0.01% 769
2024
Q2 		$1.24K Hold
43
– – ﹤0.01% 698
2024
Q1 		$1.4K Hold
43
– – ﹤0.01% 723
2023
Q4 		$1.54K Hold
43
– – ﹤0.01% 691
2023
Q3 		$1.53K Hold
43
– – ﹤0.01% 655
2023
Q2 		$1.5K Sell
43
-33
-43% -$1.27K ﹤0.01% 681
2023
Q1 		$3.49K Buy
76
+33
+77% +$1.6K ﹤0.01% 491
2022
Q4 		$1.89K Sell
43
-32
-43% -$1.58K ﹤0.01% 545
2022
Q3 		$3.63K Buy
+75
New +$3.88K ﹤0.01% 405

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