JFS Wealth Advisors’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6K | Hold |
317
| – | – | ﹤0.01% | 817 |
|
|
2025
Q1 | $8.56K | Sell |
317
-15
| -5% | -$405 | ﹤0.01% | 928 |
|
|
2024
Q4 | $8.16K | Sell |
332
-116
| -26% | -$2.85K | ﹤0.01% | 923 |
|
|
2024
Q3 | $12K | Sell |
448
-37
| -8% | -$991 | ﹤0.01% | 793 |
|
|
2024
Q2 | $14K | Buy |
485
+66
| +16% | +$1.91K | ﹤0.01% | 692 |
|
|
2024
Q1 | $13.6K | Sell |
419
-23
| -5% | -$747 | ﹤0.01% | 718 |
|
|
2023
Q4 | $15.8K | Sell |
442
-121
| -21% | -$4.32K | ﹤0.01% | 645 |
|
|
2023
Q3 | $20K | Buy |
563
+41
| +8% | +$1.46K | ﹤0.01% | 552 |
|
|
2023
Q2 | $18.3K | Buy |
522
+13
| +3% | +$455 | ﹤0.01% | 571 |
|
|
2023
Q1 | $23.4K | Sell |
509
-28
| -5% | -$1.29K | ﹤0.01% | 495 |
|
|
2022
Q4 | $23.6K | Sell |
537
-29
| -5% | -$1.27K | ﹤0.01% | 496 |
|
|
2022
Q3 | $27K | Sell |
566
-69
| -11% | -$3.29K | ﹤0.01% | 503 |
|
|
2022
Q2 | $30K | Buy |
635
+103
| +19% | +$4.87K | ﹤0.01% | 504 |
|
|
2022
Q1 | $35K | Buy |
+532
| New | +$35K | ﹤0.01% | 491 |
|
|
2016
Q1 | – | Sell |
-150
| Closed | -$4K | – | 649 |
|
|
2015
Q4 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 468 |
|