JWM
Jupiter Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,000
| Closed | -$148K | – | 99 |
|
|
2024
Q1 | $148K | Hold |
5,000
| – | – | 0.08% | 86 |
|
|
2023
Q4 | $179K | Hold |
5,000
| – | – | 0.11% | 78 |
|
|
2023
Q3 | $168K | Sell |
5,000
-6,000
| -55% | -$202K | 0.11% | 77 |
|
|
2023
Q2 | $385K | Sell |
11,000
-27,402
| -71% | -$959K | 0.33% | 51 |
|
|
2023
Q1 | $1.76M | Sell |
38,402
-1,900
| -5% | -$87.2K | 1.62% | 21 |
|
|
2022
Q4 | $1.77M | Buy |
40,302
+5,103
| +14% | +$224K | 1.71% | 20 |
|
|
2022
Q3 | $1.7M | Sell |
35,199
-10,000
| -22% | -$483K | 1.71% | 22 |
|
|
2022
Q2 | $2.13M | Buy |
45,199
+34,199
| +311% | +$1.61M | 1.94% | 19 |
|
|
2022
Q1 | $731K | Hold |
11,000
| – | – | 0.46% | 46 |
|
|
2021
Q4 | $432K | Hold |
11,000
| – | – | 0.22% | 63 |
|
|
2021
Q3 | $397K | Sell |
11,000
-30,000
| -73% | -$1.08M | 0.19% | 71 |
|
|
2021
Q2 | $1.29M | Buy |
41,000
+11,000
| +37% | +$346K | 0.62% | 42 |
|
|
2021
Q1 | $1.09M | Hold |
30,000
| – | – | 0.55% | 42 |
|
|
2020
Q4 | $690K | Hold |
30,000
| – | – | 0.42% | 41 |
|
|
2020
Q3 | $548K | Buy |
+30,000
| New | +$548K | 0.39% | 40 |
|