Live Oak Private Wealth’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
$7.71M Buy
2025
Q2
$7.94M Buy
2025
Q1
$2.68M Buy
2024
Q4
$1.94M Sell
2024
Q3
$3.68M Buy
2024
Q2
$3.9M Buy
2024
Q1
$4.35M Buy
2022
Q1
Sell
2021
Q4
$11.5M Sell
2021
Q3
$10.6M Buy
2021
Q2
$9.16M Buy
2021
Q1
$8.99M Buy
2020
Q4
$6.38M Buy
2020
Q3
$4.83M Sell
2020
Q2
$3.34M Buy