CWA
Carolina Wealth Advisors’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.03M | Buy |
247,647
+10,347
| +4% | +$377K | 4.46% | 3 |
|
|
2025
Q1 | $6.41M | Buy |
+237,300
| New | +$6.41M | 3.46% | 8 |
|
|
2023
Q2 | – | Sell |
-136
| Closed | -$6.24K | – | 278 |
|
|
2023
Q1 | $6.24K | Sell |
136
-12,122
| -99% | -$556K | ﹤0.01% | 166 |
|
|
2022
Q4 | $538K | Buy |
12,258
+1,326
| +12% | +$58.2K | 0.34% | 35 |
|
|
2022
Q3 | $528K | Buy |
10,932
+1,085
| +11% | +$52.4K | 0.41% | 28 |
|
|
2022
Q2 | $465K | Buy |
9,847
+1,657
| +20% | +$78.2K | 0.31% | 33 |
|
|
2022
Q1 | $545K | Buy |
8,190
+701
| +9% | +$46.6K | 0.34% | 35 |
|
|
2021
Q4 | $294K | Buy |
7,489
+1,893
| +34% | +$74.3K | 0.17% | 45 |
|
|
2021
Q3 | $200K | Buy |
+5,596
| New | +$200K | 0.13% | 55 |
|