Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,447
| Closed | -$52.8K | – | 2915 |
|
|
2025
Q2 | $52.8K | Sell |
1,447
-897
| -38% | -$28.7K | ﹤0.01% | 1541 |
|
|
2025
Q1 | $63.3K | Buy |
2,344
+1,989
| +560% | +$52.6K | ﹤0.01% | 1788 |
|
|
2024
Q4 | $8.73K | Buy |
355
+5
| +1% | +$131 | ﹤0.01% | 2106 |
|
|
2024
Q3 | $9.37K | Buy |
+350
| New | +$9.63K | ﹤0.01% | 1859 |
|
|
2023
Q3 | – | Sell |
-5,851
| Closed | -$205K | – | 2126 |
|
|
2023
Q2 | $205K | Sell |
5,851
-1,865
| -24% | -$72.1K | 0.01% | 677 |
|
|
2023
Q1 | $354K | Sell |
7,716
-597
| -7% | -$28.9K | 0.02% | 513 |
|
|
2022
Q4 | $365K | Buy |
8,313
+25
| +0.3% | +$1.24K | 0.02% | 483 |
|
|
2022
Q3 | $400K | Sell |
8,288
-127
| -2% | -$6.56K | 0.03% | 441 |
|
|
2022
Q2 | $394K | Buy |
8,415
+7,717
| +1,106% | +$473K | 0.02% | 564 |
|
|
2022
Q1 | $46K | Sell |
698
-1,052
| -60% | -$52.6K | ﹤0.01% | 1427 |
|
|
2021
Q4 | $68K | Buy |
1,750
+2
| +0.1% | +$77 | ﹤0.01% | 1336 |
|
|
2021
Q3 | $66K | Buy |
1,748
+3
| +0.2% | +$96 | ﹤0.01% | 1354 |
|
|
2021
Q2 | $54K | Buy |
1,745
+3
| +0.2% | +$102 | ﹤0.01% | 1442 |
|
|
2021
Q1 | $61K | Hold |
1,742
| – | – | ﹤0.01% | 1530 |
|
|
2020
Q4 | $54K | Buy |
1,742
+4
| +0.2% | +$81 | ﹤0.01% | 1416 |
|
|
2020
Q3 | $32K | Buy |
1,738
+3
| +0.2% | +$49 | ﹤0.01% | 1437 |
|
|
2020
Q2 | $20K | Sell |
1,735
-68
| -4% | -$815 | ﹤0.01% | 1622 |
|
|
2020
Q1 | $17K | Buy |
1,803
+78
| +5% | +$1.32K | ﹤0.01% | 1581 |
|
|
2019
Q4 | $36K | Buy |
1,725
+3
| +0.2% | +$59 | ﹤0.01% | 1425 |
|
|
2019
Q3 | $34K | Sell |
1,722
-37
| -2% | -$806 | ﹤0.01% | 1363 |
|
|
2019
Q2 | $44K | Buy |
1,759
+2
| +0.1% | +$49 | ﹤0.01% | 1256 |
|
|
2019
Q1 | $47K | Sell |
1,757
-19
| -1% | -$579 | ﹤0.01% | 1178 |
|
|
2018
Q4 | $51K | Sell |
1,776
-109
| -6% | -$3.59K | ﹤0.01% | 1090 |
|
|
2018
Q3 | $61K | Buy |
1,885
+171
| +10% | +$5.15K | ﹤0.01% | 1080 |
|
|
2018
Q2 | $48K | Sell |
1,714
-215
| -11% | -$5.84K | ﹤0.01% | 1070 |
|
|
2018
Q1 | $46K | Sell |
1,929
-302
| -14% | -$7.94K | ﹤0.01% | 1029 |
|
|
2017
Q4 | $57K | Sell |
2,231
-2,706
| -55% | -$62.2K | 0.01% | 945 |
|
|
2017
Q3 | $106K | Sell |
4,937
-143,935
| -97% | -$3.12M | 0.01% | 681 |
|
|
2017
Q2 | $3.42M | Buy |
148,872
+22,868
| +18% | +$561K | 0.35% | 77 |
|
|
2017
Q1 | $3.7M | Buy |
126,004
+28,930
| +30% | +$893K | 0.38% | 64 |
|
|
2016
Q4 | $2.85M | Buy |
97,074
+21,249
| +28% | +$570K | 0.38% | 76 |
|
|
2016
Q3 | $1.86M | Buy |
75,825
+53,460
| +239% | +$1.46M | 0.25% | 101 |
|
|
2016
Q2 | $594K | Sell |
22,365
-3,066
| -12% | -$81.4K | 0.09% | 217 |
|
|
2016
Q1 | $682K | Buy |
+25,431
| New | +$664K | 0.1% | 196 |
|
Other funds holding MOS
