AWM
MOS icon

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

Avior 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
2025
Q1 		– Sell
-260
Closed -$6.39K – 1724
2024
Q4 		$6.39K Buy
260
+179
+221% +$4.68K ﹤0.01% 1779
2024
Q3 		$2.17K Buy
81
+28
+53% +$770 ﹤0.01% 1966
2024
Q2 		$1.53K Sell
53
-344
-87% -$10.4K ﹤0.01% 1980
2024
Q1 		$12.9K Buy
+397
New +$12.6K ﹤0.01% 1774
2023
Q4 		– Sell
-194
Closed -$6.91K – 1623
2023
Q3 		$6.91K Buy
+194
New +$7.44K ﹤0.01% 1103
2023
Q2 		– Sell
-88
Closed -$4.04K – 1639
2023
Q1 		$4.04K Buy
+88
New +$4.26K ﹤0.01% 1257

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