CWM
Compass Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,500
| Closed | -$67.5K | – | 301 |
|
|
2025
Q1 | $67.5K | Hold |
2,500
| – | – | 0.02% | 216 |
|
|
2024
Q4 | $61.5K | Hold |
2,500
| – | – | 0.01% | 225 |
|
|
2024
Q3 | $67K | Hold |
2,500
| – | – | 0.02% | 229 |
|
|
2024
Q2 | $72.3K | Hold |
2,500
| – | – | 0.02% | 221 |
|
|
2024
Q1 | $81.2K | Hold |
2,500
| – | – | 0.02% | 211 |
|
|
2023
Q4 | $89.3K | Sell |
2,500
-100
| -4% | -$3.57K | 0.02% | 196 |
|
|
2023
Q3 | $92.6K | Sell |
2,600
-1,200
| -32% | -$42.7K | 0.03% | 190 |
|
|
2023
Q2 | $133K | Sell |
3,800
-7,500
| -66% | -$263K | 0.04% | 170 |
|
|
2023
Q1 | $518K | Buy |
+11,300
| New | +$518K | 0.16% | 114 |
|