Evermay Wealth 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	$7.78K	Hold	305	–	–	﹤0.01%	478
2025 Q4	$7.35K	Hold	305	–	–	﹤0.01%	469
2025 Q3	$10.6K	Hold	305	–	–	﹤0.01%	440
2025 Q2	$11.1K	Buy	305 +200	+190%	+$6.41K	﹤0.01%	438
2025 Q1	$2.84K	Buy	+105	New	+$2.78K	﹤0.01%	506
2024 Q4	–	Sell	-150	Closed	-$4.02K	–	601
2024 Q3	$4.02K	Hold	150	–	–	﹤0.01%	516
2024 Q2	$4.33K	Hold	150	–	–	﹤0.01%	501
2024 Q1	$4.87K	Hold	150	–	–	﹤0.01%	501
2023 Q4	$5.36K	Hold	150	–	–	﹤0.01%	484
2023 Q3	$5.34K	Hold	150	–	–	﹤0.01%	466
2023 Q2	$5.25K	Sell	150 -150	-50%	-$5.8K	﹤0.01%	461
2023 Q1	$13.8K	Hold	300	–	–	﹤0.01%	386
2022 Q4	$13.2K	Hold	300	–	–	﹤0.01%	391
2022 Q3	$14K	Hold	300	–	–	﹤0.01%	367
2022 Q2	$14K	Sell	300 -147	-33%	-$9.01K	﹤0.01%	366
2022 Q1	$30K	Sell	447 -113	-20%	-$5.65K	0.01%	339
2021 Q4	$22K	Hold	560	–	–	﹤0.01%	347
2021 Q3	$20K	Buy	+560	New	+$17.9K	﹤0.01%	339