IFP Advisors’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
2,954
+2,091
| +242% | +$76.3K | ﹤0.01% | 1593 |
|
|
2025
Q1 | $23.3K | Sell |
863
-102
| -11% | -$2.76K | ﹤0.01% | 2232 |
|
|
2024
Q4 | $23.7K | Buy |
965
+262
| +37% | +$6.44K | ﹤0.01% | 2171 |
|
|
2024
Q3 | $18.8K | Buy |
703
+20
| +3% | +$536 | ﹤0.01% | 2168 |
|
|
2024
Q2 | $19.7K | Sell |
683
-13,181
| -95% | -$381K | ﹤0.01% | 2094 |
|
|
2024
Q1 | $450K | Buy |
13,864
+12,794
| +1,196% | +$415K | 0.02% | 648 |
|
|
2023
Q4 | $38.2K | Buy |
1,070
+310
| +41% | +$11.1K | ﹤0.01% | 1647 |
|
|
2023
Q3 | $27.1K | Sell |
760
-248
| -25% | -$8.83K | ﹤0.01% | 1797 |
|
|
2023
Q2 | $35.3K | Buy |
1,008
+66
| +7% | +$2.31K | ﹤0.01% | 1762 |
|
|
2023
Q1 | $44.7K | Sell |
942
-10,332
| -92% | -$490K | ﹤0.01% | 1635 |
|
|
2022
Q4 | $622K | Sell |
11,274
-5,507
| -33% | -$304K | 0.02% | 796 |
|
|
2022
Q3 | $869K | Buy |
16,781
+728
| +5% | +$37.7K | 0.02% | 686 |
|
|
2022
Q2 | $828K | Hold |
16,053
| – | – | 0.03% | 642 |
|
|
2022
Q1 | $828K | Buy |
16,053
+9,099
| +131% | +$469K | 0.03% | 642 |
|
|
2021
Q4 | $275K | Sell |
6,954
-988
| -12% | -$39.1K | 0.01% | 807 |
|
|
2021
Q3 | $285K | Sell |
7,942
-2,183
| -22% | -$78.3K | 0.01% | 765 |
|
|
2021
Q2 | $321K | Buy |
10,125
+572
| +6% | +$18.1K | 0.01% | 694 |
|
|
2021
Q1 | $300K | Buy |
9,553
+2,027
| +27% | +$63.7K | 0.01% | 677 |
|
|
2020
Q4 | $170K | Buy |
7,526
+2,306
| +44% | +$52.1K | 0.01% | 878 |
|
|
2020
Q3 | $96K | Buy |
5,220
+4,025
| +337% | +$74K | 0.01% | 1016 |
|
|
2020
Q2 | $14K | Buy |
1,195
+342
| +40% | +$4.01K | ﹤0.01% | 1688 |
|
|
2020
Q1 | $9K | Buy |
853
+32
| +4% | +$338 | ﹤0.01% | 1808 |
|
|
2019
Q4 | $17K | Sell |
821
-259
| -24% | -$5.36K | ﹤0.01% | 1694 |
|
|
2019
Q3 | $21K | Buy |
+1,080
| New | +$21K | ﹤0.01% | 1738 |
|
|
2019
Q1 | – | Sell |
-5,070
| Closed | -$146K | – | 2990 |
|
|
2018
Q4 | $146K | Sell |
5,070
-199
| -4% | -$5.73K | 0.01% | 997 |
|
|
2018
Q3 | $171K | Buy |
5,269
+375
| +8% | +$12.2K | 0.01% | 1155 |
|
|
2018
Q2 | $137K | Sell |
4,894
-45
| -0.9% | -$1.26K | 0.01% | 1292 |
|
|
2018
Q1 | $127K | Hold |
4,939
| – | – | 0.01% | 1244 |
|
|
2017
Q4 | $127K | Sell |
4,939
-445
| -8% | -$11.4K | 0.01% | 1242 |
|
|
2017
Q3 | $116K | Sell |
5,384
-630
| -10% | -$13.6K | ﹤0.01% | 1461 |
|
|
2017
Q2 | $137K | Sell |
6,014
-3,293
| -35% | -$75K | 0.01% | 1336 |
|
|
2017
Q1 | $272K | Sell |
9,307
-1,688
| -15% | -$49.3K | 0.01% | 952 |
|
|
2016
Q4 | $322K | Buy |
10,995
+775
| +8% | +$22.7K | 0.02% | 821 |
|
|
2016
Q3 | $250K | Sell |
10,220
-267
| -3% | -$6.53K | 0.01% | 887 |
|
|
2016
Q2 | $275K | Buy |
+10,487
| New | +$275K | 0.02% | 825 |
|
|
2016
Q1 | – | Sell |
-7,927
| Closed | -$219K | – | 3004 |
|
|
2015
Q4 | $219K | Buy |
+7,927
| New | +$219K | 0.01% | 793 |
|