Global Retirement Partners’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 | $11.5K | Buy |
+316
| New | +$11.5K | ﹤0.01% | 2545 |
|
2024
Q4 | $6.39K | Sell |
260
-314
| -55% | -$7.72K | ﹤0.01% | 2573 |
|
2024
Q3 | $15.4K | Buy |
574
+25
| +5% | +$670 | ﹤0.01% | 2119 |
|
2024
Q2 | $15.9K | Buy |
549
+356
| +184% | +$10.3K | ﹤0.01% | 2106 |
|
2024
Q1 | $6.27K | Sell |
193
-58
| -23% | -$1.88K | ﹤0.01% | 2312 |
|
2023
Q4 | $8.14K | Sell |
251
-641
| -72% | -$20.8K | ﹤0.01% | 2140 |
|
2023
Q3 | $30K | Sell |
892
-55
| -6% | -$1.85K | ﹤0.01% | 1498 |
|
2023
Q2 | $33.2K | Sell |
947
-109
| -10% | -$3.82K | ﹤0.01% | 1455 |
|
2023
Q1 | $45.3K | Sell |
1,056
-173
| -14% | -$7.42K | ﹤0.01% | 1285 |
|
2022
Q4 | $53.9K | Sell |
1,229
-110
| -8% | -$4.83K | ﹤0.01% | 1055 |
|
2022
Q3 | $72K | Buy |
1,339
+15
| +1% | +$807 | 0.01% | 882 |
|
2022
Q2 | $63K | Buy |
1,324
+105
| +9% | +$5K | 0.01% | 907 |
|
2022
Q1 | $71K | Buy |
+1,219
| New | +$71K | 0.01% | 864 |
|
2021
Q4 | – | Sell |
-970
| Closed | -$35K | – | 1206 |
|
2021
Q3 | $35K | Sell |
970
-138
| -12% | -$4.98K | ﹤0.01% | 980 |
|
2021
Q2 | $35K | Buy |
1,108
+103
| +10% | +$3.25K | ﹤0.01% | 995 |
|
2021
Q1 | $32K | Buy |
1,005
+845
| +528% | +$26.9K | ﹤0.01% | 950 |
|
2020
Q4 | $4K | Hold |
160
| – | – | ﹤0.01% | 1488 |
|
2020
Q3 | $3K | Sell |
160
-20
| -11% | -$375 | ﹤0.01% | 1427 |
|
2020
Q2 | $2K | Buy |
180
+1
| +0.6% | +$11 | ﹤0.01% | 1465 |
|
2020
Q1 | $2K | Sell |
179
-24
| -12% | -$268 | ﹤0.01% | 1418 |
|
2019
Q4 | $4K | Buy |
+203
| New | +$4K | ﹤0.01% | 1377 |
|
2019
Q1 | – | Sell |
-41
| Closed | -$1K | – | 1549 |
|
2018
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 1405 |
|
2018
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 1480 |
|
2018
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 1474 |
|
2018
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 1424 |
|
2017
Q4 | $1K | Sell |
41
-107
| -72% | -$2.61K | ﹤0.01% | 1387 |
|
2017
Q3 | $3K | Buy |
148
+107
| +261% | +$2.17K | ﹤0.01% | 1093 |
|
2017
Q2 | $1K | Sell |
41
-166
| -80% | -$4.05K | ﹤0.01% | 1108 |
|
2017
Q1 | $6K | Sell |
207
-114
| -36% | -$3.3K | ﹤0.01% | 873 |
|
2016
Q4 | $9K | Buy |
+321
| New | +$9K | 0.01% | 719 |
|