Allworth Financial’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $249K | Buy |
9,751
+8,314
| +579% | +$228K | ﹤0.01% | 1277 |
|
|
2025
Q4 | $34.6K | Sell |
1,437
-4,358
| -75% | -$117K | ﹤0.01% | 2445 |
|
|
2025
Q3 | $201K | Buy |
5,795
+4,083
| +238% | +$141K | ﹤0.01% | 1302 |
|
|
2025
Q2 | $62.4K | Buy |
1,712
+650
| +61% | +$20.8K | ﹤0.01% | 1815 |
|
|
2025
Q1 | $30.7K | Buy |
1,062
+537
| +102% | +$14.2K | ﹤0.01% | 1811 |
|
|
2024
Q4 | $14.6K | Sell |
525
-78
| -13% | -$2.04K | ﹤0.01% | 2289 |
|
|
2024
Q3 | $16.2K | Sell |
603
-650
| -52% | -$17.9K | ﹤0.01% | 2039 |
|
|
2024
Q2 | $37.1K | Buy |
1,253
+703
| +128% | +$21.2K | ﹤0.01% | 1522 |
|
|
2024
Q1 | $17.9K | Sell |
550
-15
| -3% | -$478 | ﹤0.01% | 1836 |
|
|
2023
Q4 | $20.2K | Buy |
565
+24
| +4% | +$848 | ﹤0.01% | 1649 |
|
|
2023
Q3 | $19.3K | Buy |
541
+34
| +7% | +$1.3K | ﹤0.01% | 1539 |
|
|
2023
Q2 | $17.8K | Buy |
507
+29
| +6% | +$1.12K | ﹤0.01% | 1611 |
|
|
2023
Q1 | $21.9K | Buy |
478
+13
| +3% | +$630 | ﹤0.01% | 1400 |
|
|
2022
Q4 | $20.4K | Sell |
465
-98
| -17% | -$4.85K | ﹤0.01% | 1355 |
|
|
2022
Q3 | $27K | Buy |
563
+92
| +20% | +$4.75K | ﹤0.01% | 1178 |
|
|
2022
Q2 | $22K | Buy |
471
+95
| +25% | +$5.82K | ﹤0.01% | 1205 |
|
|
2022
Q1 | $25K | Buy |
376
+15
| +4% | +$750 | ﹤0.01% | 1164 |
|
|
2021
Q4 | $14K | Hold |
361
| – | – | ﹤0.01% | 1265 |
|
|
2021
Q3 | $13K | Buy |
361
+355
| +5,917% | +$11.4K | ﹤0.01% | 1187 |
|
|
2021
Q2 | $0 | Sell |
6
-12
| -67% | -$407 | ﹤0.01% | 1631 |
|
|
2021
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1405 |
|
|
2020
Q4 | $0 | Hold |
18
| – | – | ﹤0.01% | 1405 |
|
|
2020
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 1233 |
|
|
2020
Q2 | $0 | Sell |
18
-1,000
| -98% | -$12K | ﹤0.01% | 1300 |
|
|
2020
Q1 | $11K | Buy |
1,018
+1,012
| +16,867% | +$17.2K | ﹤0.01% | 684 |
|
|
2019
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1088 |
|
|
2019
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 993 |
|
|
2019
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1006 |
|
|
2019
Q1 | $0 | Buy |
+6
| New | +$183 | ﹤0.01% | 1008 |
|
|
2018
Q3 | – | Sell |
-24
| Closed | -$1K | – | 960 |
|
|
2018
Q2 | $1K | Buy |
+24
| New | +$651 | ﹤0.01% | 895 |
|
|
2017
Q2 | – | Sell |
-37
| Closed | -$1K | – | 803 |
|
|
2017
Q1 | $1K | Buy |
+37
| New | +$1.14K | ﹤0.01% | 707 |
|
Other funds holding MOS
VCM
VPM
