AE Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40,788
| Closed | -$1.43M | – | 2026 |
|
|
2023
Q2 | $1.43M | Buy |
40,788
+10,049
| +33% | +$352K | 0.01% | 952 |
|
|
2023
Q1 | $1.41M | Buy |
30,739
+6,073
| +25% | +$279K | 0.01% | 917 |
|
|
2022
Q4 | $1.08M | Buy |
24,666
+48
| +0.2% | +$2.11K | 0.01% | 951 |
|
|
2022
Q3 | $1.19M | Buy |
+24,618
| New | +$1.19M | 0.01% | 878 |
|
|
2017
Q4 | – | Sell |
-43,509
| Closed | -$939K | – | 445 |
|
|
2017
Q3 | $939K | Buy |
43,509
+6,407
| +17% | +$138K | 0.09% | 159 |
|
|
2017
Q2 | $847K | Buy |
37,102
+3,839
| +12% | +$87.6K | 0.1% | 168 |
|
|
2017
Q1 | $971K | Buy |
33,263
+3,592
| +12% | +$105K | 0.18% | 110 |
|
|
2016
Q4 | $870K | Buy |
+29,671
| New | +$870K | 0.35% | 65 |
|