Laurel Wealth Advisors (California)’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $649K | Sell |
14,799
-124
| -0.8% | -$5.44K | 0.06% | 307 |
|
2022
Q3 | $721K | Sell |
14,923
-5,285
| -26% | -$255K | 0.08% | 276 |
|
2022
Q2 | $955K | Sell |
20,208
-8,467
| -30% | -$400K | 0.1% | 224 |
|
2022
Q1 | $1.91M | Sell |
28,675
-4,122
| -13% | -$274K | 0.16% | 138 |
|
2021
Q4 | $1.29M | Buy |
32,797
+20,990
| +178% | +$825K | 0.1% | 209 |
|
2021
Q3 | $422K | Hold |
11,807
| – | – | 0.08% | 269 |
|
2021
Q2 | $377K | Sell |
11,807
-1,400
| -11% | -$44.7K | 0.05% | 342 |
|
2021
Q1 | $418K | Buy |
+13,207
| New | +$418K | 0.06% | 284 |
|
2018
Q4 | – | Sell |
-7,229
| Closed | -$234K | – | 377 |
|
2018
Q3 | $234K | Buy |
+7,229
| New | +$234K | 0.06% | 337 |
|
2017
Q3 | – | Sell |
-10,357
| Closed | -$236K | – | 321 |
|
2017
Q2 | $236K | Sell |
10,357
-427
| -4% | -$9.73K | 0.08% | 254 |
|
2017
Q1 | $314K | Buy |
10,784
+401
| +4% | +$11.7K | 0.12% | 187 |
|
2016
Q4 | $304K | Sell |
10,383
-199
| -2% | -$5.83K | 0.13% | 175 |
|
2016
Q3 | $259K | Sell |
10,582
-692
| -6% | -$16.9K | 0.12% | 190 |
|
2016
Q2 | $295K | Sell |
11,274
-714
| -6% | -$18.7K | 0.14% | 171 |
|
2016
Q1 | $324K | Sell |
11,988
-492
| -4% | -$13.3K | 0.16% | 158 |
|
2015
Q4 | $344K | Buy |
+12,480
| New | +$344K | 0.18% | 156 |
|