Laird Norton Wetherby Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $776K | Buy |
22,383
+1,405
| +7% | +$48.4K | 0.03% | 445 |
|
|
2025
Q2 | $765K | Buy |
+20,978
| New | +$672K | 0.03% | 439 |
|
|
2024
Q4 | $334K | Sell |
13,589
-1,588
| -10% | -$41.5K | 0.02% | 668 |
|
|
2024
Q3 | $406K | Buy |
15,177
+273
| +2% | +$7.51K | 0.02% | 633 |
|
|
2024
Q2 | $431K | Buy |
14,904
+3,306
| +29% | +$99.6K | 0.02% | 587 |
|
|
2024
Q1 | $376K | Sell |
11,598
-1,396
| -11% | -$44.5K | 0.02% | 660 |
|
|
2023
Q4 | $464K | Buy |
12,994
+341
| +3% | +$12K | 0.02% | 571 |
|
|
2023
Q3 | $450K | Buy |
12,653
+1,972
| +18% | +$75.7K | 0.03% | 554 |
|
|
2023
Q2 | $374K | Buy |
10,681
+576
| +6% | +$22.3K | 0.02% | 641 |
|
|
2023
Q1 | $464K | Buy |
10,105
+1,007
| +11% | +$48.8K | 0.03% | 561 |
|
|
2022
Q4 | $399K | Sell |
9,098
-1,577
| -15% | -$78.1K | 0.03% | 589 |
|
|
2022
Q3 | $516K | Buy |
10,675
+609
| +6% | +$31.5K | 0.04% | 477 |
|
|
2022
Q2 | $475K | Buy |
10,066
+1,064
| +12% | +$65.2K | 0.03% | 529 |
|
|
2022
Q1 | $599K | Buy |
9,002
+444
| +5% | +$22.2K | 0.03% | 459 |
|
|
2021
Q4 | $336K | Sell |
8,558
-358
| -4% | -$13.7K | 0.02% | 681 |
|
|
2021
Q3 | $318K | Buy |
8,916
+229
| +3% | +$7.32K | 0.02% | 690 |
|
|
2021
Q2 | $277K | Buy |
8,687
+149
| +2% | +$5.05K | 0.02% | 745 |
|
|
2021
Q1 | $270K | Sell |
8,538
-135
| -2% | -$3.98K | 0.02% | 642 |
|
|
2020
Q4 | $200K | Buy |
+8,673
| New | +$175K | 0.01% | 827 |
|
|
2017
Q2 | – | Sell |
-13,068
| Closed | -$381K | – | 572 |
|
|
2017
Q1 | $381K | Sell |
13,068
-264
| -2% | -$8.15K | 0.07% | 354 |
|
|
2016
Q4 | $391K | Buy |
13,332
+1,893
| +17% | +$50.8K | 0.08% | 331 |
|
|
2016
Q3 | $280K | Buy |
11,439
+1,102
| +11% | +$30K | 0.06% | 401 |
|
|
2016
Q2 | $271K | Buy |
+10,337
| New | +$274K | 0.06% | 380 |
|
|
2013
Q3 | – | Sell |
-4,033
| Closed | -$217K | – | 418 |
|
|
2013
Q2 | $217K | Buy |
+4,033
| New | +$240K | 0.08% | 326 |
|
Other funds holding MOS
