Independent Advisor Alliance’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	$218K	Buy	+8,567	New	+$235K	﹤0.01%	1458
2025 Q4	–	Sell	-7,753	Closed	-$269K	–	1042
2025 Q3	$269K	Buy	+7,753	New	+$267K	0.01%	800
2024 Q3	–	Sell	-23,766	Closed	-$687K	–	746
2024 Q2	$687K	Sell	23,766 -16,007	-40%	-$482K	0.02%	394
2024 Q1	$1.29M	Sell	39,773 -231	-0.6%	-$7.36K	0.05%	282
2023 Q4	$1.43M	Buy	+40,004	New	+$1.41M	0.05%	259
2021 Q4	–	Sell	-97,267	Closed	-$3.48M	–	700
2021 Q3	$3.48M	Buy	97,267 +86,030	+766%	+$2.75M	0.19%	109
2021 Q2	$358K	Sell	11,237 -31,575	-74%	-$1.07M	0.02%	471
2021 Q1	$1.35M	Buy	+42,812	New	+$1.26M	0.08%	201