Intellectus Partners’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
10,900
-2,550
| -19% | -$93K | 0.09% | 211 |
|
|
2025
Q1 | $363K | Buy |
13,450
+1,100
| +9% | +$29.7K | 0.09% | 210 |
|
|
2024
Q4 | $304K | Buy |
12,350
+400
| +3% | +$9.83K | 0.07% | 223 |
|
|
2024
Q3 | $320K | Buy |
+11,950
| New | +$320K | 0.08% | 214 |
|
|
2018
Q4 | – | Sell |
-4,300
| Closed | -$140K | – | 420 |
|
|
2018
Q3 | $140K | Hold |
4,300
| – | – | 0.05% | 252 |
|
|
2018
Q2 | $121K | Sell |
4,300
-12,340
| -74% | -$347K | 0.04% | 262 |
|
|
2018
Q1 | $404K | Hold |
16,640
| – | – | 0.14% | 160 |
|
|
2017
Q4 | $427K | Sell |
16,640
-750
| -4% | -$19.2K | 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 | +$510K | 0.27% | 98 |
|