B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,504
| Closed | -$246K | – | 1366 |
|
|
2024
Q2 | $246K | Sell |
8,504
-63,886
| -88% | -$1.92M | 0.01% | 1122 |
|
|
2024
Q1 | $2.58M | Buy |
72,390
+63,129
| +682% | +$2.01M | 0.07% | 281 |
|
|
2023
Q4 | $331K | Sell |
9,261
-63,129
| -87% | -$2.23M | 0.01% | 1008 |
|
|
2023
Q3 | $2.58M | Buy |
72,390
+2,740
| +4% | +$105K | 0.07% | 281 |
|
|
2023
Q2 | $2.44M | Buy |
69,650
+30,233
| +77% | +$1.17M | 0.05% | 315 |
|
|
2023
Q1 | $1.81M | Buy |
39,417
+2,287
| +6% | +$111K | 0.05% | 374 |
|
|
2022
Q4 | $1.63M | Buy |
37,130
+6,661
| +22% | +$330K | 0.05% | 394 |
|
|
2022
Q3 | $1.47M | Buy |
30,469
+3,137
| +11% | +$162K | 0.04% | 384 |
|
|
2022
Q2 | $1.29M | Buy |
27,332
+5,056
| +23% | +$310K | 0.05% | 337 |
|
|
2022
Q1 | $1.48M | Buy |
22,276
+16,601
| +293% | +$830K | 0.05% | 365 |
|
|
2021
Q4 | $224K | Sell |
5,675
-248
| -4% | -$9.49K | 0.01% | 1221 |
|
|
2021
Q3 | $211K | Sell |
5,923
-2,193
| -27% | -$70.1K | 0.01% | 1219 |
|
|
2021
Q2 | $259K | Sell |
8,116
-47,188
| -85% | -$1.6M | 0.01% | 1106 |
|
|
2021
Q1 | $1.75M | Buy |
+55,304
| New | +$1.63M | 0.06% | 342 |
|
|
2015
Q3 | – | Sell |
-4,979
| Closed | -$234K | – | 592 |
|
|
2015
Q2 | $234K | Buy |
+4,979
| New | +$226K | 0.06% | 399 |
|
|
2015
Q1 | – | Sell |
-4,978
| Closed | -$227 | – | 1428 |
|
|
2014
Q4 | $227 | Sell |
4,978
-850
| -15% | -$37.7K | ﹤0.01% | 1322 |
|
|
2014
Q3 | $259K | Sell |
5,828
-6,226
| -52% | -$293K | 0.07% | 417 |
|
|
2014
Q2 | $298K | Buy |
12,054
+6,027
| +100% | +$297K | 0.07% | 318 |
|
|
2014
Q1 | $301K | Sell |
6,027
-1,013
| -14% | -$48.3K | 0.09% | 263 |
|
|
2013
Q4 | $333K | Buy |
7,040
+2,700
| +62% | +$125K | 0.11% | 217 |
|
|
2013
Q3 | $187K | Buy |
4,340
+764
| +21% | +$35.6K | 0.06% | 354 |
|
|
2013
Q2 | $192K | Buy |
+3,576
| New | +$213K | 0.07% | 338 |
|
Other funds holding MOS
