AWM
MOS icon

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

Apollon 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
2024
Q1 		– Sell
-10,796
Closed -$386K – 1148
2023
Q4 		$386K Buy
10,796
+4,203
+64% +$148K 0.01% 745
2023
Q3 		$235K Sell
6,593
-840
-11% -$32.2K 0.01% 780
2023
Q2 		$260K Sell
7,433
-2,378
-24% -$91.9K 0.01% 780
2023
Q1 		$450K Sell
9,811
-887
-8% -$43K 0.03% 562
2022
Q4 		$469K Sell
10,698
-1,286
-11% -$63.7K 0.03% 533
2022
Q3 		$579K Buy
11,984
+777
+7% +$40.2K 0.05% 407
2022
Q2 		$529K Sell
11,207
-1,218
-10% -$74.6K 0.04% 409
2022
Q1 		$826K Sell
12,425
-537
-4% -$26.9K 0.06% 333
2021
Q4 		$509K Buy
+12,962
New +$496K 0.04% 462
2020
Q3 		– Sell
-35
Closed – – 487
2020
Q2 		$0 Buy
+35
New +$419 ﹤0.01% 751

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Geode Capital Management
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return