EWM
Evermay Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1K | Buy |
305
+200
| +190% | +$7.3K | ﹤0.01% | 438 |
|
|
2025
Q1 | $2.84K | Buy |
+105
| New | +$2.84K | ﹤0.01% | 506 |
|
|
2024
Q4 | – | Sell |
-150
| Closed | -$4.02K | – | 601 |
|
|
2024
Q3 | $4.02K | Hold |
150
| – | – | ﹤0.01% | 516 |
|
|
2024
Q2 | $4.34K | 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% | -$5.25K | ﹤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% | -$6.86K | ﹤0.01% | 366 |
|
|
2022
Q1 | $30K | Sell |
447
-113
| -20% | -$7.58K | 0.01% | 339 |
|
|
2021
Q4 | $22K | Hold |
560
| – | – | ﹤0.01% | 347 |
|
|
2021
Q3 | $20K | Buy |
+560
| New | +$20K | ﹤0.01% | 339 |
|