AWM
MOS icon

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

AE 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
2023
Q3 		– Sell
-40,788
Closed -$1.43M – 2031
2023
Q2 		$1.43M Buy
40,788
+10,049
+33% +$388K 0.01% 953
2023
Q1 		$1.41M Buy
30,739
+6,073
+25% +$294K 0.01% 919
2022
Q4 		$1.08M Buy
24,666
+48
+0.2% +$2.38K 0.01% 953
2022
Q3 		$1.19M Buy
+24,618
New +$1.27M 0.01% 880
2017
Q4 		– Sell
-43,509
Closed -$939K – 445
2017
Q3 		$939K Buy
43,509
+6,407
+17% +$139K 0.09% 159
2017
Q2 		$847K Buy
37,102
+3,839
+12% +$94.2K 0.1% 168
2017
Q1 		$971K Buy
33,263
+3,592
+12% +$111K 0.18% 110
2016
Q4 		$870K Buy
+29,671
New +$796K 0.35% 65

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