Intellectus Partners’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	$201K	Buy	+7,900	New	+$217K	0.04%	279
2025 Q4	–	Sell	-13,000	Closed	-$451K	–	300
2025 Q3	$451K	Buy	13,000 +2,100	+19%	+$72.3K	0.09%	206
2025 Q2	$398K	Sell	10,900 -2,550	-19%	-$81.7K	0.09%	211
2025 Q1	$363K	Buy	13,450 +1,100	+9%	+$29.1K	0.09%	210
2024 Q4	$304K	Buy	12,350 +400	+3%	+$10.5K	0.07%	223
2024 Q3	$320K	Buy	+11,950	New	+$329K	0.08%	214
2018 Q4	–	Sell	-4,300	Closed	-$140K	–	435
2018 Q3	$140K	Hold	4,300	–	–	0.05%	259
2018 Q2	$121K	Sell	4,300 -12,340	-74%	-$335K	0.04%	263
2018 Q1	$404K	Hold	16,640	–	–	0.14%	160
2017 Q4	$427K	Sell	16,640 -750	-4%	-$17.2K	0.16%	150
2017 Q3	$375K	Hold	17,390	–	–	0.16%	155
2017 Q2	$397K	Hold	17,390	–	–	0.18%	135
2017 Q1	$507K	Hold	17,390	–	–	0.26%	103
2016 Q4	$510K	Buy	+17,390	New	+$467K	0.27%	98