HeadInvest LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $765K | Buy |
30,000
+6,000
| +25% | +$165K | 0.16% | 112 |
|
|
2025
Q4 | $578K | Hold |
24,000
| – | – | 0.12% | 136 |
|
|
2025
Q3 | $832K | Hold |
24,000
| – | – | 0.17% | 105 |
|
|
2025
Q2 | $876K | Hold |
24,000
| – | – | 0.19% | 102 |
|
|
2025
Q1 | $648K | Hold |
24,000
| – | – | 0.13% | 131 |
|
|
2024
Q4 | $590K | Hold |
24,000
| – | – | 0.11% | 138 |
|
|
2024
Q3 | $643K | Hold |
24,000
| – | – | 0.12% | 129 |
|
|
2024
Q2 | $694K | Buy |
24,000
+4,000
| +20% | +$121K | 0.14% | 114 |
|
|
2024
Q1 | $649K | Buy |
20,000
+4,000
| +25% | +$127K | 0.13% | 121 |
|
|
2023
Q4 | $572K | Hold |
16,000
| – | – | 0.12% | 126 |
|
|
2023
Q3 | $560K | Hold |
16,000
| – | – | 0.12% | 117 |
|
|
2023
Q2 | $667K | Hold |
16,000
| – | – | 0.14% | 106 |
|
|
2023
Q1 | $734K | Hold |
16,000
| – | – | 0.16% | 101 |
|
|
2022
Q4 | $702K | Hold |
16,000
| – | – | 0.16% | 105 |
|
|
2022
Q3 | $773K | Hold |
16,000
| – | – | 0.19% | 93 |
|
|
2022
Q2 | $756K | Hold |
16,000
| – | – | 0.17% | 100 |
|
|
2022
Q1 | $1.06M | Hold |
16,000
| – | – | 0.2% | 86 |
|
|
2021
Q4 | $629K | Hold |
16,000
| – | – | 0.11% | 132 |
|
|
2021
Q3 | $572K | Hold |
16,000
| – | – | 0.11% | 135 |
|
|
2021
Q2 | $510K | Hold |
16,000
| – | – | 0.1% | 147 |
|
|
2021
Q1 | $505K | Hold |
16,000
| – | – | 0.1% | 142 |
|
|
2020
Q4 | $368K | Buy |
+16,000
| New | +$322K | 0.08% | 156 |
|
|
2019
Q3 | – | Sell |
-9,000
| Closed | -$225K | – | 199 |
|
|
2019
Q2 | $225K | Hold |
9,000
| – | – | 0.06% | 168 |
|
|
2019
Q1 | $246K | Sell |
9,000
-9,000
| -50% | -$274K | 0.07% | 163 |
|
|
2018
Q4 | $526K | Buy |
18,000
+9,000
| +100% | +$296K | 0.08% | 148 |
|
|
2018
Q3 | $292K | Hold |
9,000
| – | – | 0.08% | 145 |
|
|
2018
Q2 | $252K | Sell |
9,000
-300
| -3% | -$8.14K | 0.08% | 144 |
|
|
2018
Q1 | $226K | Sell |
9,300
-75
| -0.8% | -$1.97K | 0.07% | 139 |
|
|
2017
Q4 | $241K | Sell |
9,375
-11,000
| -54% | -$253K | 0.07% | 139 |
|
|
2017
Q3 | $455K | Hold |
20,375
| – | – | 0.14% | 99 |
|
|
2017
Q2 | $465K | Buy |
20,375
+7,000
| +52% | +$172K | 0.15% | 92 |
|
|
2017
Q1 | $390K | Hold |
13,375
| – | – | 0.13% | 106 |
|
|
2016
Q4 | $392K | Hold |
13,375
| – | – | 0.15% | 96 |
|
|
2016
Q3 | $332K | Hold |
13,375
| – | – | 0.12% | 110 |
|
|
2016
Q2 | $350K | Buy |
13,375
+2,000
| +18% | +$53.1K | 0.13% | 95 |
|
|
2016
Q1 | $307K | Hold |
11,375
| – | – | 0.12% | 103 |
|
|
2015
Q4 | $314K | Hold |
11,375
| – | – | 0.13% | 98 |
|
|
2015
Q3 | $354K | Buy |
11,375
+1,000
| +10% | +$41.3K | 0.14% | 89 |
|
|
2015
Q2 | $486K | Hold |
10,375
| – | – | 0.18% | 81 |
|
|
2015
Q1 | $478K | Hold |
10,375
| – | – | 0.17% | 81 |
|
|
2014
Q4 | $474K | Hold |
10,375
| – | – | 0.19% | 74 |
|
|
2014
Q3 | $460K | Hold |
10,375
| – | – | 0.18% | 75 |
|
|
2014
Q2 | $513K | Buy |
10,375
+150
| +1% | +$7.39K | 0.21% | 73 |
|
|
2014
Q1 | $511K | Sell |
10,225
-150
| -1% | -$7.14K | 0.22% | 68 |
|
|
2013
Q4 | $490K | Hold |
10,375
| – | – | 0.21% | 68 |
|
|
2013
Q3 | $446K | Buy |
+10,375
| New | +$483K | 0.19% | 69 |
|
Other funds holding MOS
VCM
VPM
