LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Hold |
3,000
| – | – | ﹤0.01% | 337 |
|
|
2025
Q1 | $83.9K | Hold |
3,000
| – | – | ﹤0.01% | 348 |
|
|
2024
Q4 | $84K | Hold |
3,000
| – | – | ﹤0.01% | 358 |
|
|
2024
Q3 | $80.1K | Hold |
3,000
| – | – | ﹤0.01% | 358 |
|
|
2024
Q2 | $89.3K | Hold |
3,000
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $92.2K | Hold |
3,000
| – | – | ﹤0.01% | 341 |
|
|
2023
Q4 | $92.1K | Hold |
3,000
| – | – | ﹤0.01% | 356 |
|
|
2023
Q3 | $101K | Hold |
3,000
| – | – | ﹤0.01% | 354 |
|
|
2023
Q2 | $105K | Hold |
3,000
| – | – | ﹤0.01% | 357 |
|
|
2023
Q1 | $138K | Hold |
3,000
| – | – | ﹤0.01% | 311 |
|
|
2022
Q4 | $132K | Hold |
3,000
| – | – | ﹤0.01% | 312 |
|
|
2022
Q3 | $145K | Hold |
3,000
| – | – | ﹤0.01% | 311 |
|
|
2022
Q2 | $142K | Hold |
3,000
| – | – | ﹤0.01% | 324 |
|
|
2022
Q1 | $200K | Hold |
3,000
| – | – | ﹤0.01% | 306 |
|
|
2021
Q4 | $118K | Hold |
3,000
| – | – | ﹤0.01% | 368 |
|
|
2021
Q3 | $107K | Hold |
3,000
| – | – | ﹤0.01% | 378 |
|
|
2021
Q2 | $96K | Buy |
+3,000
| New | +$96K | ﹤0.01% | 402 |
|
|
2013
Q3 | – | Sell |
-300
| Closed | -$16K | – | 562 |
|
|
2013
Q2 | $16K | Buy |
+300
| New | +$16K | ﹤0.01% | 494 |
|