Clearstead 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	$3.47K	Sell	136 -771	-85%	-$21.1K	﹤0.01%	1791
2025 Q4	$21.9K	Sell	907 -2,365	-72%	-$63.7K	﹤0.01%	1682
2025 Q3	$113K	Buy	3,272 +2,964	+962%	+$102K	﹤0.01%	1012
2025 Q2	$11.2K	Buy	308 +48	+18%	+$1.54K	﹤0.01%	1848
2025 Q1	$7.03K	Buy	+260	New	+$6.88K	﹤0.01%	1693
2024 Q1	–	Sell	-112	Closed	-$4K	–	1603
2023 Q4	$4K	Buy	112 +60	+115%	+$2.12K	﹤0.01%	1191
2023 Q3	$1.83K	Buy	52 +26	+100%	+$998	﹤0.01%	1417
2023 Q2	$896	Sell	26 -636	-96%	-$24.6K	﹤0.01%	1263
2023 Q1	$30.4K	Sell	662 -263	-28%	-$12.7K	﹤0.01%	766
2022 Q4	$40.6K	Sell	925 -5,500	-86%	-$272K	﹤0.01%	656
2022 Q3	$311K	Buy	6,425 +2,505	+64%	+$129K	0.03%	301
2022 Q2	$185K	Buy	3,920 +3,910	+39,100%	+$240K	0.01%	388
2022 Q1	$1K	Sell	10 -890	-99%	-$44.5K	﹤0.01%	1307
2021 Q4	$35K	Hold	900	–	–	﹤0.01%	718
2021 Q3	$32K	Buy	900 +831	+1,204%	+$26.6K	﹤0.01%	689
2021 Q2	$2K	Buy	+69	New	+$2.34K	﹤0.01%	1060