CWP
Concord Wealth Partners’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730 | Hold |
20
| – | – | ﹤0.01% | 771 |
|
|
2025
Q1 | $540 | Buy |
+20
| New | +$540 | ﹤0.01% | 753 |
|
|
2023
Q4 | – | Sell |
-211
| Closed | -$7.51K | – | 952 |
|
|
2023
Q3 | $7.51K | Buy |
+211
| New | +$7.51K | ﹤0.01% | 663 |
|
|
2022
Q3 | – | Sell |
-407
| Closed | -$19K | – | 743 |
|
|
2022
Q2 | $19K | Buy |
407
+295
| +263% | +$13.8K | 0.01% | 554 |
|
|
2022
Q1 | $7K | Buy |
+112
| New | +$7K | ﹤0.01% | 841 |
|
|
2021
Q2 | – | Sell |
-20
| Closed | -$1K | – | 1084 |
|
|
2021
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 929 |
|