EverSource Wealth Advisors’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
10,934
+529
| +5% | +$19.3K | 0.02% | 535 |
|
|
2025
Q1 | $281K | Buy |
10,405
+154
| +2% | +$4.16K | 0.02% | 543 |
|
|
2024
Q4 | $252K | Buy |
10,251
+1,203
| +13% | +$29.6K | 0.01% | 563 |
|
|
2024
Q3 | $242K | Sell |
9,048
-156
| -2% | -$4.18K | 0.02% | 498 |
|
|
2024
Q2 | $274K | Sell |
9,204
-712
| -7% | -$21.2K | 0.02% | 466 |
|
|
2024
Q1 | $311K | Buy |
9,916
+27
| +0.3% | +$847 | 0.02% | 367 |
|
|
2023
Q4 | $353K | Sell |
9,889
-366
| -4% | -$13.1K | 0.03% | 310 |
|
|
2023
Q3 | $365K | Sell |
10,255
-484
| -5% | -$17.2K | 0.04% | 270 |
|
|
2023
Q2 | $376K | Sell |
10,739
-473
| -4% | -$16.6K | 0.04% | 268 |
|
|
2023
Q1 | $514K | Buy |
11,212
+139
| +1% | +$6.38K | 0.06% | 214 |
|
|
2022
Q4 | $486K | Sell |
11,073
-3,329
| -23% | -$146K | 0.07% | 202 |
|
|
2022
Q3 | $695K | Buy |
14,402
+13,992
| +3,413% | +$675K | 0.16% | 125 |
|
|
2022
Q2 | $19K | Buy |
410
+1
| +0.2% | +$46 | ﹤0.01% | 845 |
|
|
2022
Q1 | $27K | Buy |
409
+86
| +27% | +$5.68K | 0.01% | 602 |
|
|
2021
Q4 | $13K | Buy |
+323
| New | +$13K | ﹤0.01% | 853 |
|