CWM
Cadence Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Buy |
25,134
+1,880
| +8% | +$68.6K | 0.61% | 20 |
|
|
2025
Q1 | $628K | Buy |
23,254
+1,365
| +6% | +$36.9K | 0.46% | 24 |
|
|
2024
Q4 | $538K | Buy |
21,889
+6,630
| +43% | +$163K | 0.36% | 27 |
|
|
2024
Q3 | $409K | Buy |
15,259
+131
| +0.9% | +$3.51K | 0.33% | 29 |
|
|
2024
Q2 | $437K | Buy |
+15,128
| New | +$437K | 0.31% | 31 |
|