CWC
Carolinas Wealth Consulting’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22
| Closed | -$594 | – | 590 |
|
|
2025
Q1 | $594 | Sell |
22
-15
| -41% | -$405 | ﹤0.01% | 953 |
|
|
2024
Q4 | $910 | Buy |
37
+15
| +68% | +$369 | ﹤0.01% | 963 |
|
|
2024
Q3 | $590 | Hold |
22
| – | – | ﹤0.01% | 990 |
|
|
2024
Q2 | $636 | Hold |
22
| – | – | ﹤0.01% | 971 |
|
|
2024
Q1 | $714 | Hold |
22
| – | – | ﹤0.01% | 945 |
|
|
2023
Q4 | $786 | Hold |
22
| – | – | ﹤0.01% | 860 |
|
|
2023
Q3 | $715 | Sell |
22
-100
| -82% | -$3.25K | ﹤0.01% | 885 |
|
|
2023
Q2 | $4.27K | Buy |
122
+100
| +455% | +$3.5K | ﹤0.01% | 692 |
|
|
2023
Q1 | $1.01K | Hold |
22
| – | – | ﹤0.01% | 894 |
|
|
2022
Q4 | $965 | Hold |
22
| – | – | ﹤0.01% | 900 |
|
|
2022
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 837 |
|
|
2022
Q2 | $1K | Sell |
22
-701
| -97% | -$31.9K | ﹤0.01% | 842 |
|
|
2022
Q1 | $48K | Buy |
723
+701
| +3,186% | +$46.5K | 0.01% | 359 |
|
|
2021
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 916 |
|
|
2021
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 890 |
|
|
2021
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 899 |
|
|
2021
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 895 |
|
|
2020
Q4 | $1K | Sell |
22
-22
| -50% | -$1K | ﹤0.01% | 823 |
|
|
2020
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 853 |
|
|
2020
Q2 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 593 |
|