CIBC Private Wealth Group’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Buy |
3,219
+153
| +5% | +$5.58K | ﹤0.01% | 1323 |
|
|
2025
Q1 | $69.8K | Buy |
3,066
+832
| +37% | +$18.9K | ﹤0.01% | 1503 |
|
|
2024
Q4 | $55.1K | Sell |
2,234
-1,022
| -31% | -$25.2K | ﹤0.01% | 1653 |
|
|
2024
Q3 | $87.2K | Buy |
3,256
+223
| +7% | +$5.97K | ﹤0.01% | 1549 |
|
|
2024
Q2 | $82.1K | Buy |
3,033
+2,223
| +274% | +$60.1K | ﹤0.01% | 1474 |
|
|
2024
Q1 | $26.3K | Buy |
+810
| New | +$26.3K | ﹤0.01% | 1934 |
|
|
2022
Q2 | – | Sell |
-10,361
| Closed | -$689K | – | 1262 |
|
|
2022
Q1 | $689K | Sell |
10,361
-2,120
| -17% | -$141K | ﹤0.01% | 694 |
|
|
2021
Q4 | $490K | Buy |
12,481
+1,479
| +13% | +$58.1K | ﹤0.01% | 778 |
|
|
2021
Q3 | $393K | Sell |
11,002
-2,763
| -20% | -$98.7K | ﹤0.01% | 767 |
|
|
2021
Q2 | $440K | Sell |
13,765
-205
| -1% | -$6.55K | ﹤0.01% | 820 |
|
|
2021
Q1 | $442K | Sell |
13,970
-1,111
| -7% | -$35.2K | ﹤0.01% | 828 |
|
|
2020
Q4 | $347K | Hold |
15,081
| – | – | ﹤0.01% | 843 |
|
|
2020
Q3 | $275K | Buy |
+15,081
| New | +$275K | ﹤0.01% | 795 |
|
|
2018
Q4 | – | Sell |
-13,662
| Closed | -$444K | – | 916 |
|
|
2018
Q3 | $444K | Buy |
13,662
+1
| +0% | +$32 | ﹤0.01% | 804 |
|
|
2018
Q2 | $383K | Sell |
13,661
-10,100
| -43% | -$283K | ﹤0.01% | 818 |
|
|
2018
Q1 | $577K | Sell |
23,761
-19
| -0.1% | -$461 | ﹤0.01% | 756 |
|
|
2017
Q4 | $610K | Sell |
23,780
-19,012
| -44% | -$488K | ﹤0.01% | 740 |
|
|
2017
Q3 | $924K | Buy |
+42,792
| New | +$924K | ﹤0.01% | 658 |
|