Forum Financial Management’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 | $344K | Buy |
9,426
+26
| +0.3% | +$948 | 0.01% | 588 |
|
|
2025
Q1 | $254K | Buy |
9,400
+111
| +1% | +$3K | ﹤0.01% | 684 |
|
|
2024
Q4 | $228K | Sell |
9,289
-2
| -0% | -$49 | ﹤0.01% | 776 |
|
|
2024
Q3 | $249K | Sell |
9,291
-6
| -0.1% | -$161 | ﹤0.01% | 611 |
|
|
2024
Q2 | $269K | Buy |
9,297
+7
| +0.1% | +$202 | ﹤0.01% | 524 |
|
|
2024
Q1 | $302K | Buy |
9,290
+281
| +3% | +$9.12K | 0.01% | 500 |
|
|
2023
Q4 | $322K | Buy |
9,009
+139
| +2% | +$4.97K | 0.01% | 426 |
|
|
2023
Q3 | $316K | Hold |
8,870
| – | – | 0.01% | 407 |
|
|
2023
Q2 | $310K | Buy |
8,870
+235
| +3% | +$8.23K | 0.01% | 421 |
|
|
2023
Q1 | $396K | Hold |
8,635
| – | – | 0.01% | 317 |
|
|
2022
Q4 | $379K | Buy |
8,635
+15
| +0.2% | +$658 | 0.01% | 324 |
|
|
2022
Q3 | $417K | Hold |
8,620
| – | – | 0.02% | 262 |
|
|
2022
Q2 | $407K | Hold |
8,620
| – | – | 0.02% | 273 |
|
|
2022
Q1 | $573K | Hold |
8,620
| – | – | 0.03% | 213 |
|
|
2021
Q4 | $339K | Buy |
+8,620
| New | +$339K | 0.02% | 356 |
|