Carson Wealth (CWM LLC)’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
35,118
+18,981
| +118% | +$692K | ﹤0.01% | 1134 |
|
|
2025
Q1 | $436K | Buy |
16,137
+4,382
| +37% | +$118K | ﹤0.01% | 1505 |
|
|
2024
Q4 | $289K | Sell |
11,755
-4,983
| -30% | -$123K | ﹤0.01% | 1614 |
|
|
2024
Q3 | $448K | Buy |
16,738
+4,888
| +41% | +$131K | ﹤0.01% | 1361 |
|
|
2024
Q2 | $342K | Buy |
11,850
+7,141
| +152% | +$206K | ﹤0.01% | 1331 |
|
|
2024
Q1 | $153K | Sell |
4,709
-3,747
| -44% | -$122K | ﹤0.01% | 1644 |
|
|
2023
Q4 | $302K | Sell |
8,456
-87,758
| -91% | -$3.13M | ﹤0.01% | 1243 |
|
|
2023
Q3 | $3.43M | Sell |
96,214
-5,166
| -5% | -$184K | 0.02% | 438 |
|
|
2023
Q2 | $3.55M | Sell |
101,380
-474
| -0.5% | -$16.6K | 0.02% | 416 |
|
|
2023
Q1 | $4.67M | Buy |
101,854
+98,206
| +2,692% | +$4.51M | 0.03% | 333 |
|
|
2022
Q4 | $160K | Sell |
3,648
-733
| -17% | -$32.1K | ﹤0.01% | 1186 |
|
|
2022
Q3 | $212K | Buy |
4,381
+851
| +24% | +$41.2K | ﹤0.01% | 1024 |
|
|
2022
Q2 | $167K | Sell |
3,530
-3,492
| -50% | -$165K | ﹤0.01% | 1111 |
|
|
2022
Q1 | $467K | Buy |
7,022
+5,281
| +303% | +$351K | ﹤0.01% | 749 |
|
|
2021
Q4 | $68K | Buy |
+1,741
| New | +$68K | ﹤0.01% | 1450 |
|
|
2021
Q2 | $32K | Hold |
995
| – | – | ﹤0.01% | 1582 |
|
|
2021
Q1 | $32K | Hold |
995
| – | – | ﹤0.01% | 1582 |
|
|
2020
Q4 | $32K | Hold |
995
| – | – | ﹤0.01% | 1582 |
|
|
2020
Q3 | $32K | Hold |
995
| – | – | ﹤0.01% | 1582 |
|
|
2020
Q2 | $32K | Hold |
995
| – | – | ﹤0.01% | 1582 |
|
|
2020
Q1 | $32K | Hold |
995
| – | – | ﹤0.01% | 1582 |
|
|
2019
Q4 | $32K | Hold |
995
| – | – | ﹤0.01% | 1582 |
|
|
2019
Q3 | $32K | Hold |
995
| – | – | ﹤0.01% | 1582 |
|
|
2019
Q2 | $32K | Hold |
995
| – | – | ﹤0.01% | 1582 |
|
|
2019
Q1 | $32K | Buy |
995
+925
| +1,321% | +$29.7K | ﹤0.01% | 1582 |
|
|
2018
Q4 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 1765 |
|
|
2018
Q2 | – | Sell |
-35
| Closed | -$1K | – | 1736 |
|
|
2018
Q1 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1301 |
|