Corient Private Wealth’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 | $812K | Buy |
22,253
+6,258
| +39% | +$228K | ﹤0.01% | 1538 |
|
|
2025
Q1 | $432K | Sell |
15,995
-6,695
| -30% | -$181K | ﹤0.01% | 1660 |
|
|
2024
Q4 | $557K | Sell |
22,690
-2,413
| -10% | -$59.3K | ﹤0.01% | 1562 |
|
|
2024
Q3 | $672K | Sell |
25,103
-14,602
| -37% | -$391K | ﹤0.01% | 1567 |
|
|
2024
Q2 | $1.15M | Sell |
39,705
-1,145
| -3% | -$33.1K | ﹤0.01% | 1268 |
|
|
2024
Q1 | $1.33M | Buy |
40,850
+16,620
| +69% | +$539K | ﹤0.01% | 1214 |
|
|
2023
Q4 | $866K | Sell |
24,230
-7,401
| -23% | -$264K | ﹤0.01% | 1338 |
|
|
2023
Q3 | $1.13M | Sell |
31,631
-2,552
| -7% | -$90.9K | ﹤0.01% | 1144 |
|
|
2023
Q2 | $1.2M | Buy |
34,183
+9,770
| +40% | +$342K | ﹤0.01% | 1083 |
|
|
2023
Q1 | $1.12M | Sell |
24,413
-193,126
| -89% | -$8.86M | ﹤0.01% | 1037 |
|
|
2022
Q4 | $9.52M | Buy |
+217,539
| New | +$9.52M | 0.03% | 374 |
|