Avantax Advisory Services’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
+7,213
| New | +$263K | ﹤0.01% | 2015 |
|
|
2024
Q1 | – | Sell |
-12,953
| Closed | -$463K | – | 1704 |
|
|
2023
Q4 | $463K | Buy |
12,953
+1,446
| +13% | +$51.7K | ﹤0.01% | 1033 |
|
|
2023
Q3 | $410K | Buy |
11,507
+4,202
| +58% | +$150K | ﹤0.01% | 1033 |
|
|
2023
Q2 | $256K | Sell |
7,305
-16
| -0.2% | -$560 | ﹤0.01% | 1267 |
|
|
2023
Q1 | $336K | Buy |
7,321
+63
| +0.9% | +$2.89K | ﹤0.01% | 1088 |
|
|
2022
Q4 | $318K | Buy |
7,258
+2,155
| +42% | +$94.5K | ﹤0.01% | 1079 |
|
|
2022
Q3 | $247K | Sell |
5,103
-4,001
| -44% | -$194K | ﹤0.01% | 1093 |
|
|
2022
Q2 | $430K | Sell |
9,104
-8,373
| -48% | -$395K | 0.01% | 847 |
|
|
2022
Q1 | $1.16M | Buy |
17,477
+7,899
| +82% | +$526K | 0.02% | 503 |
|
|
2021
Q4 | $376K | Buy |
9,578
+3,809
| +66% | +$150K | 0.01% | 872 |
|
|
2021
Q3 | $206K | Buy |
+5,769
| New | +$206K | ﹤0.01% | 1106 |
|