Avantax Advisory Services’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
2025 Q2	$263K	Buy	+7,213	New	+$231K	﹤0.01%	2015
2024 Q1	–	Sell	-12,953	Closed	-$463K	–	1715
2023 Q4	$463K	Buy	12,953 +1,446	+13%	+$51.1K	﹤0.01%	1033
2023 Q3	$410K	Buy	11,507 +4,202	+58%	+$161K	﹤0.01%	1033
2023 Q2	$256K	Sell	7,305 -16	-0.2%	-$618	﹤0.01%	1267
2023 Q1	$336K	Buy	7,321 +63	+0.9%	+$3.05K	﹤0.01%	1088
2022 Q4	$318K	Buy	7,258 +2,155	+42%	+$107K	﹤0.01%	1079
2022 Q3	$247K	Sell	5,103 -4,001	-44%	-$207K	﹤0.01%	1093
2022 Q2	$430K	Sell	9,104 -8,373	-48%	-$513K	0.01%	847
2022 Q1	$1.16M	Buy	17,477 +7,899	+82%	+$395K	0.02%	503
2021 Q4	$376K	Buy	9,578 +3,809	+66%	+$146K	0.01%	872
2021 Q3	$206K	Buy	+5,769	New	+$185K	﹤0.01%	1106