IHT Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-70,948
| Closed | -$1.92M | – | 1180 |
|
|
2025
Q1 | $1.92M | Buy |
70,948
+56,640
| +396% | +$1.53M | 0.06% | 300 |
|
|
2024
Q4 | $352K | Buy |
+14,308
| New | +$352K | 0.01% | 806 |
|
|
2023
Q2 | – | Sell |
-21,342
| Closed | -$979K | – | 999 |
|
|
2023
Q1 | $979K | Buy |
21,342
+2,573
| +14% | +$118K | 0.06% | 315 |
|
|
2022
Q4 | $823K | Buy |
18,769
+4,715
| +34% | +$207K | 0.05% | 344 |
|
|
2022
Q3 | $679K | Buy |
+14,054
| New | +$679K | 0.05% | 372 |
|
|
2022
Q1 | – | Sell |
-7,715
| Closed | -$303K | – | 820 |
|
|
2021
Q4 | $303K | Buy |
7,715
+74
| +1% | +$2.91K | 0.02% | 607 |
|
|
2021
Q3 | $273K | Sell |
7,641
-3,139
| -29% | -$112K | 0.02% | 627 |
|
|
2021
Q2 | $344K | Buy |
+10,780
| New | +$344K | 0.02% | 651 |
|
|
2018
Q2 | – | Sell |
-381
| Closed | -$9K | – | 999 |
|
|
2018
Q1 | $9K | Hold |
381
| – | – | ﹤0.01% | 1218 |
|
|
2017
Q4 | $10K | Hold |
381
| – | – | ﹤0.01% | 1195 |
|
|
2017
Q3 | $8K | Hold |
381
| – | – | ﹤0.01% | 1007 |
|
|
2017
Q2 | $1 | Buy |
381
+200
| +110% | +$1 | ﹤0.01% | 1331 |
|
|
2017
Q1 | $5K | Hold |
181
| – | – | ﹤0.01% | 954 |
|
|
2016
Q4 | $5K | Buy |
+181
| New | +$5K | ﹤0.01% | 921 |
|