Beacon Pointe 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
2025
Q3
$366K Sell
2025
Q2
$439K Sell
2025
Q1
$334K Buy
2024
Q4
$300K Sell
2024
Q3
$544K Sell
2024
Q2
$675K Sell
2024
Q1
$953K Buy
2023
Q4
$970K Sell
2023
Q3
$1.15M Buy
2023
Q2
$1.04M Buy
2023
Q1
$1.35M Buy
2022
Q4
$1.21M Sell
2022
Q3
$1.5M Sell
2022
Q2
$1.49M Buy
2022
Q1
$2.04M Buy
2021
Q4
$283K Buy