CreativeOne 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 | $238K | Sell |
6,522
-2,499
| -28% | -$91.2K | 0.01% | 1004 |
|
|
2025
Q1 | $244K | Buy |
9,021
+620
| +7% | +$16.7K | 0.01% | 937 |
|
|
2024
Q4 | $206K | Buy |
+8,401
| New | +$206K | 0.01% | 1012 |
|
|
2023
Q3 | – | Sell |
-9,956
| Closed | -$348K | – | 733 |
|
|
2023
Q2 | $348K | Buy |
9,956
+1,042
| +12% | +$36.4K | 0.02% | 605 |
|
|
2023
Q1 | $409K | Buy |
8,914
+1,201
| +16% | +$55.1K | 0.02% | 524 |
|
|
2022
Q4 | $338K | Buy |
7,713
+2,588
| +50% | +$113K | 0.02% | 541 |
|
|
2022
Q3 | $248K | Buy |
5,125
+447
| +10% | +$21.6K | 0.01% | 610 |
|
|
2022
Q2 | $221K | Sell |
4,678
-943
| -17% | -$44.6K | 0.01% | 646 |
|
|
2022
Q1 | $374K | Buy |
+5,621
| New | +$374K | 0.02% | 513 |
|