Laird Norton Wetherby Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $765K | Buy |
+20,978
| New | +$765K | 0.03% | 439 |
|
|
2024
Q4 | $334K | Sell |
13,589
-1,588
| -10% | -$39K | 0.02% | 668 |
|
|
2024
Q3 | $406K | Buy |
15,177
+273
| +2% | +$7.31K | 0.02% | 633 |
|
|
2024
Q2 | $431K | Buy |
14,904
+3,306
| +29% | +$95.5K | 0.02% | 584 |
|
|
2024
Q1 | $376K | Sell |
11,598
-1,396
| -11% | -$45.3K | 0.02% | 657 |
|
|
2023
Q4 | $464K | Buy |
12,994
+341
| +3% | +$12.2K | 0.02% | 570 |
|
|
2023
Q3 | $450K | Buy |
12,653
+1,972
| +18% | +$70.2K | 0.03% | 553 |
|
|
2023
Q2 | $374K | Buy |
10,681
+576
| +6% | +$20.2K | 0.02% | 640 |
|
|
2023
Q1 | $464K | Buy |
10,105
+1,007
| +11% | +$46.2K | 0.03% | 560 |
|
|
2022
Q4 | $399K | Sell |
9,098
-1,577
| -15% | -$69.2K | 0.03% | 587 |
|
|
2022
Q3 | $516K | Buy |
10,675
+609
| +6% | +$29.4K | 0.04% | 477 |
|
|
2022
Q2 | $475K | Buy |
10,066
+1,064
| +12% | +$50.2K | 0.03% | 529 |
|
|
2022
Q1 | $599K | Buy |
9,002
+444
| +5% | +$29.5K | 0.03% | 459 |
|
|
2021
Q4 | $336K | Sell |
8,558
-358
| -4% | -$14.1K | 0.02% | 672 |
|
|
2021
Q3 | $318K | Buy |
8,916
+229
| +3% | +$8.17K | 0.02% | 676 |
|
|
2021
Q2 | $277K | Buy |
8,687
+149
| +2% | +$4.75K | 0.02% | 733 |
|
|
2021
Q1 | $270K | Sell |
8,538
-135
| -2% | -$4.27K | 0.02% | 642 |
|
|
2020
Q4 | $200K | Buy |
+8,673
| New | +$200K | 0.01% | 813 |
|
|
2017
Q2 | – | Sell |
-13,068
| Closed | -$381K | – | 572 |
|
|
2017
Q1 | $381K | Sell |
13,068
-264
| -2% | -$7.7K | 0.07% | 354 |
|
|
2016
Q4 | $391K | Buy |
13,332
+1,893
| +17% | +$55.5K | 0.08% | 331 |
|
|
2016
Q3 | $280K | Buy |
11,439
+1,102
| +11% | +$27K | 0.06% | 401 |
|
|
2016
Q2 | $271K | Buy |
+10,337
| New | +$271K | 0.06% | 380 |
|
|
2013
Q3 | – | Sell |
-4,033
| Closed | -$217K | – | 418 |
|
|
2013
Q2 | $217K | Buy |
+4,033
| New | +$217K | 0.08% | 326 |
|