GeoWealth 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	$50.4K	Buy	+1,381	New	+$50.4K	﹤0.01%	939
2025 Q1	–	Sell	-1,594	Closed	-$39.2K	–	1529
2024 Q4	$39.2K	Sell	1,594 -151	-9%	-$3.71K	﹤0.01%	1228
2024 Q3	$46.7K	Buy	+1,745	New	+$46.7K	﹤0.01%	1088