Evergreen Capital Management’s The Mosaic Company MOS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$228K	Sell	8,947 -171	-2%	-$4.69K	0.01%	1311
2025 Q4	$220K	Buy	9,118 +1,864	+26%	+$50.2K	﹤0.01%	1249
2025 Q3	$252K	Sell	7,254 -949	-12%	-$32.7K	0.01%	1097
2025 Q2	$299K	Buy	+8,203	New	+$263K	0.01%	806
2024 Q4	–	Sell	-33,344	Closed	-$893K	–	1099
2024 Q3	$893K	Buy	33,344 +8,350	+33%	+$230K	0.03%	344
2024 Q2	$722K	Buy	24,994 +2,939	+13%	+$88.6K	0.03%	369
2024 Q1	$716K	Sell	22,055 -85,528	-79%	-$2.72M	0.03%	351
2023 Q4	$3.84M	Buy	107,583 +93,204	+648%	+$3.29M	0.16%	161
2023 Q3	$512K	Buy	14,379 +859	+6%	+$33K	0.02%	390
2023 Q2	$473K	Buy	13,520 +5,520	+69%	+$213K	0.02%	407
2023 Q1	$367K	Buy	8,000 +627	+9%	+$30.4K	0.02%	448
2022 Q4	$323K	Sell	7,373 -55,630	-88%	-$2.75M	0.02%	463
2022 Q3	$3.04M	Buy	63,003 +869	+1%	+$44.9K	0.16%	160
2022 Q2	$2.93M	Buy	62,134 +57,897	+1,366%	+$3.55M	0.15%	166
2022 Q1	$282K	Sell	4,237 -1,125	-21%	-$56.3K	0.01%	499
2021 Q4	$211K	Buy	+5,362	New	+$205K	0.01%	581
2017 Q3	–	Sell	-92,658	Closed	-$2.12M	–	197
2017 Q2	$2.12M	Buy	92,658 +7,110	+8%	+$175K	0.34%	74
2017 Q1	$2.5M	Sell	85,548 -9,270	-10%	-$286K	0.52%	59
2016 Q4	$2.78M	Buy	94,818 +140	+0.1%	+$3.76K	0.54%	59
2016 Q3	$2.32M	Sell	94,678 -1,547	-2%	-$42.2K	0.46%	62
2016 Q2	$2.52M	Buy	+96,225	New	+$2.55M	0.55%	56
2013 Q3	–	Sell	-41,964	Closed	-$2.26M	–	121
2013 Q2	$2.26M	Buy	+41,964	New	+$2.5M	0.34%	83