Clearstead Advisors’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2K | Buy |
308
+48
| +18% | +$1.75K | ﹤0.01% | 1843 |
|
|
2025
Q1 | $7.03K | Buy |
+260
| New | +$7.03K | ﹤0.01% | 1689 |
|
|
2024
Q1 | – | Sell |
-112
| Closed | -$4K | – | 1601 |
|
|
2023
Q4 | $4K | Buy |
112
+60
| +115% | +$2.14K | ﹤0.01% | 1189 |
|
|
2023
Q3 | $1.83K | Buy |
52
+26
| +100% | +$916 | ﹤0.01% | 1416 |
|
|
2023
Q2 | $896 | Sell |
26
-636
| -96% | -$21.9K | ﹤0.01% | 1263 |
|
|
2023
Q1 | $30.4K | Sell |
662
-263
| -28% | -$12.1K | ﹤0.01% | 766 |
|
|
2022
Q4 | $40.6K | Sell |
925
-5,500
| -86% | -$241K | ﹤0.01% | 655 |
|
|
2022
Q3 | $311K | Buy |
6,425
+2,505
| +64% | +$121K | 0.03% | 299 |
|
|
2022
Q2 | $185K | Buy |
3,920
+3,910
| +39,100% | +$185K | 0.01% | 386 |
|
|
2022
Q1 | $1K | Sell |
10
-890
| -99% | -$89K | ﹤0.01% | 1305 |
|
|
2021
Q4 | $35K | Hold |
900
| – | – | ﹤0.01% | 714 |
|
|
2021
Q3 | $32K | Buy |
900
+831
| +1,204% | +$29.5K | ﹤0.01% | 686 |
|
|
2021
Q2 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 1059 |
|