Centerpoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 354 |
|
|
2025
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 359 |
|
|
2025
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 350 |
|
|
2025
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 321 |
|
|
2025
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 347 |
|
|
2024
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 383 |
|
|
2024
Q3 | $5K | Sell |
200
-5,725
| -97% | -$158K | ﹤0.01% | 396 |
|
|
2024
Q2 | $171K | Sell |
5,925
-50
| -0.8% | -$1.51K | 0.06% | 93 |
|
|
2024
Q1 | $194K | Sell |
5,975
-100
| -2% | -$3.19K | 0.07% | 87 |
|
|
2023
Q4 | $217K | Hold |
6,075
| – | – | 0.09% | 81 |
|
|
2023
Q3 | $216K | Hold |
6,075
| – | – | 0.09% | 85 |
|
|
2023
Q2 | $213K | Buy |
6,075
+175
| +3% | +$6.76K | 0.09% | 85 |
|
|
2023
Q1 | $271K | Sell |
5,900
-600
| -9% | -$29.1K | 0.12% | 78 |
|
|
2022
Q4 | $285K | Buy |
6,500
+150
| +2% | +$7.43K | 0.13% | 70 |
|
|
2022
Q3 | $307K | Hold |
6,350
| – | – | 0.16% | 59 |
|
|
2022
Q2 | $300K | Buy |
6,350
+50
| +0.8% | +$3.06K | 0.15% | 63 |
|
|
2022
Q1 | $419K | Sell |
6,300
-2,000
| -24% | -$100K | 0.19% | 51 |
|
|
2021
Q4 | $326K | Buy |
8,300
+200
| +2% | +$7.66K | 0.14% | 67 |
|
|
2021
Q3 | $289K | Sell |
8,100
-50
| -0.6% | -$1.6K | 0.14% | 65 |
|
|
2021
Q2 | $260K | Buy |
8,150
+125
| +2% | +$4.24K | 0.12% | 74 |
|
|
2021
Q1 | $254K | Buy |
8,025
+7,825
| +3,913% | +$231K | 0.15% | 47 |
|
|
2020
Q4 | $5K | Buy |
+200
| New | +$4.03K | ﹤0.01% | 201 |
|
Other funds holding MOS
VCM
VPM
