HWA
HCR Wealth Advisors’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-40,444
| Closed | -$1.44M | – | 209 |
|
|
2023
Q3 | $1.44M | Sell |
40,444
-8,231
| -17% | -$293K | 0.32% | 61 |
|
|
2023
Q2 | $1.7M | Sell |
48,675
-1,857
| -4% | -$65K | 0.32% | 63 |
|
|
2023
Q1 | $2.32M | Sell |
50,532
-224
| -0.4% | -$10.3K | 0.46% | 40 |
|
|
2022
Q4 | $2.23M | Sell |
50,756
-2,554
| -5% | -$112K | 0.47% | 42 |
|
|
2022
Q3 | $2.58M | Sell |
53,310
-3,657
| -6% | -$177K | 0.55% | 35 |
|
|
2022
Q2 | $2.69M | Sell |
56,967
-5,535
| -9% | -$261K | 0.54% | 38 |
|
|
2022
Q1 | $4.16M | Sell |
62,502
-37,385
| -37% | -$2.49M | 0.68% | 29 |
|
|
2021
Q4 | $3.93M | Sell |
99,887
-1,485
| -1% | -$58.4K | 0.61% | 29 |
|
|
2021
Q3 | $3.62M | Buy |
101,372
+7,188
| +8% | +$257K | 0.6% | 28 |
|
|
2021
Q2 | $3.01M | Buy |
94,184
+3,859
| +4% | +$123K | 0.52% | 41 |
|
|
2021
Q1 | $2.86M | Buy |
+90,325
| New | +$2.86M | 0.56% | 37 |
|