Bartlett & Co’s The Mosaic Company MOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$1.5M Sell
41,421
-100
-0.2% -$3.61K 0.02% 231
2023
Q3
$1.48M Sell
41,521
-6,390
-13% -$228K 0.03% 222
2023
Q2
$1.68M Buy
47,911
+47,780
+36,473% +$1.67M 0.03% 214
2023
Q1
$6K Sell
131
-25
-16% -$1.15K ﹤0.01% 870
2022
Q4
$7K Hold
156
﹤0.01% 871
2022
Q3
$8K Hold
156
﹤0.01% 856
2022
Q2
$7K Hold
156
﹤0.01% 949
2022
Q1
$10K Buy
+156
New +$10K ﹤0.01% 831
2021
Q4
Sell
-131
Closed -$5K 694
2021
Q3
$5K Hold
131
﹤0.01% 768
2021
Q2
$4K Hold
131
﹤0.01% 786
2021
Q1
$4K Hold
131
﹤0.01% 813
2020
Q4
$3K Buy
+131
New +$3K ﹤0.01% 860
2020
Q2
Sell
-2,000
Closed -$22K 852
2020
Q1
$22K Buy
+2,000
New +$22K ﹤0.01% 570
2019
Q3
Sell
-10
Closed 901
2019
Q2
$0 Buy
+10
New ﹤0.01% 774
2019
Q1
Sell
-1,000
Closed -$29K 728
2018
Q4
$29K Hold
1,000
﹤0.01% 480
2018
Q3
$32K Hold
1,000
﹤0.01% 489
2018
Q2
$28K Hold
1,000
﹤0.01% 494
2018
Q1
$24K Hold
1,000
﹤0.01% 513
2017
Q4
$26K Hold
1,000
﹤0.01% 503
2017
Q3
$22K Hold
1,000
﹤0.01% 519
2017
Q2
$23K Hold
1,000
﹤0.01% 517
2017
Q1
$29K Sell
1,000
-300
-23% -$8.7K ﹤0.01% 496
2016
Q4
$38K Hold
1,300
﹤0.01% 464
2016
Q3
$32K Hold
1,300
﹤0.01% 483
2016
Q2
$34K Hold
1,300
﹤0.01% 481
2016
Q1
$35K Hold
1,300
﹤0.01% 463
2015
Q4
$36K Hold
1,300
﹤0.01% 464
2015
Q3
$40K Hold
1,300
﹤0.01% 445
2015
Q2
$61K Hold
1,300
﹤0.01% 403
2015
Q1
$60K Sell
1,300
-200
-13% -$9.23K ﹤0.01% 404
2014
Q4
$68K Hold
1,500
﹤0.01% 382
2014
Q3
$67K Hold
1,500
﹤0.01% 376
2014
Q2
$74K Hold
1,500
﹤0.01% 367
2014
Q1
$75K Sell
1,500
-500
-25% -$25K ﹤0.01% 351
2013
Q4
$95K Hold
2,000
﹤0.01% 310
2013
Q3
$86K Hold
2,000
﹤0.01% 320
2013
Q2
$108K Buy
+2,000
New +$108K 0.01% 285