AWM
Apollon Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,796
| Closed | -$386K | – | 1147 |
|
|
2023
Q4 | $386K | Buy |
10,796
+4,203
| +64% | +$150K | 0.01% | 745 |
|
|
2023
Q3 | $235K | Sell |
6,593
-840
| -11% | -$29.9K | 0.01% | 780 |
|
|
2023
Q2 | $260K | Sell |
7,433
-2,378
| -24% | -$83.2K | 0.01% | 780 |
|
|
2023
Q1 | $450K | Sell |
9,811
-887
| -8% | -$40.7K | 0.03% | 562 |
|
|
2022
Q4 | $469K | Sell |
10,698
-1,286
| -11% | -$56.4K | 0.03% | 533 |
|
|
2022
Q3 | $579K | Buy |
11,984
+777
| +7% | +$37.5K | 0.05% | 407 |
|
|
2022
Q2 | $529K | Sell |
11,207
-1,218
| -10% | -$57.5K | 0.04% | 409 |
|
|
2022
Q1 | $826K | Sell |
12,425
-537
| -4% | -$35.7K | 0.06% | 333 |
|
|
2021
Q4 | $509K | Buy |
+12,962
| New | +$509K | 0.04% | 462 |
|
|
2020
Q3 | – | Sell |
-35
| Closed | – | – | 487 |
|
|
2020
Q2 | $0 | Buy |
+35
| New | – | ﹤0.01% | 751 |
|