Kovitz Investment Group Partners’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.78M | Sell |
158,334
-507
| -0.3% | -$18.5K | 0.02% | 424 |
|
|
2025
Q1 | $4.29M | Buy |
158,841
+2,632
| +2% | +$71.1K | 0.02% | 430 |
|
|
2024
Q4 | $3.84M | Sell |
156,209
-1,853
| -1% | -$45.5K | 0.02% | 453 |
|
|
2024
Q3 | $4.09M | Buy |
158,062
+31,887
| +25% | +$824K | 0.03% | 373 |
|
|
2024
Q2 | $3.65M | Sell |
126,175
-6,345
| -5% | -$183K | 0.03% | 338 |
|
|
2024
Q1 | $4.3M | Buy |
132,520
+81,750
| +161% | +$2.65M | 0.05% | 220 |
|
|
2023
Q4 | $1.81M | Buy |
50,770
+57
| +0.1% | +$2.04K | 0.03% | 238 |
|
|
2023
Q3 | $1.81M | Sell |
50,713
-689
| -1% | -$24.5K | 0.03% | 239 |
|
|
2023
Q2 | $1.8M | Buy |
51,402
+965
| +2% | +$33.8K | 0.03% | 245 |
|
|
2023
Q1 | $2.31M | Buy |
50,437
+2,022
| +4% | +$92.8K | 0.04% | 230 |
|
|
2022
Q4 | $2.12M | Buy |
48,415
+266
| +0.6% | +$11.7K | 0.04% | 223 |
|
|
2022
Q3 | $2.33M | Buy |
48,149
+400
| +0.8% | +$19.3K | 0.05% | 211 |
|
|
2022
Q2 | $2.26M | Sell |
47,749
-7,249
| -13% | -$342K | 0.05% | 219 |
|
|
2022
Q1 | $3.66M | Sell |
54,998
-10,947
| -17% | -$728K | 0.07% | 196 |
|
|
2021
Q4 | $1.52M | Sell |
65,945
-1,348
| -2% | -$31K | 0.04% | 227 |
|
|
2021
Q3 | $2.4M | Buy |
67,293
+594
| +0.9% | +$21.2K | 0.05% | 216 |
|
|
2021
Q2 | $2.13M | Buy |
66,699
+1,272
| +2% | +$40.6K | 0.04% | 231 |
|
|
2021
Q1 | $2.07M | Sell |
65,427
-518
| -0.8% | -$16.4K | 0.05% | 211 |
|
|
2020
Q4 | $1.52M | Sell |
65,945
-6,972
| -10% | -$160K | 0.04% | 222 |
|
|
2020
Q3 | $1.33M | Sell |
72,917
-2,617
| -3% | -$47.8K | 0.04% | 228 |
|
|
2020
Q2 | $945K | Sell |
75,534
-7,695
| -9% | -$96.3K | 0.03% | 251 |
|
|
2020
Q1 | $901K | Sell |
83,229
-21,808
| -21% | -$236K | 0.03% | 249 |
|
|
2019
Q4 | $2.27M | Sell |
105,037
-23,272
| -18% | -$504K | 0.07% | 185 |
|
|
2019
Q3 | $2.63M | Sell |
128,309
-11,693
| -8% | -$240K | 0.08% | 169 |
|
|
2019
Q2 | $3.5M | Sell |
140,002
-3,195
| -2% | -$80K | 0.11% | 140 |
|
|
2019
Q1 | $3.91M | Sell |
143,197
-767
| -0.5% | -$20.9K | 0.12% | 124 |
|
|
2018
Q4 | $4.21M | Buy |
+143,964
| New | +$4.21M | 0.17% | 94 |
|