MWM
Meridian Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,312
| Closed | -$272K | – | 383 |
|
|
2023
Q4 | $272K | Buy |
7,312
+72
| +1% | +$2.68K | 0.02% | 515 |
|
|
2023
Q3 | $269K | Buy |
7,240
+1
| +0% | +$37 | 0.02% | 468 |
|
|
2023
Q2 | $253K | Hold |
7,239
| – | – | 0.02% | 474 |
|
|
2023
Q1 | $332K | Hold |
7,239
| – | – | 0.03% | 396 |
|
|
2022
Q4 | $318K | Sell |
7,239
-49
| -0.7% | -$2.15K | 0.03% | 401 |
|
|
2022
Q3 | $352K | Sell |
7,288
-7,800
| -52% | -$377K | 0.04% | 332 |
|
|
2022
Q2 | $713K | Buy |
15,088
+5,813
| +63% | +$275K | 0.06% | 287 |
|
|
2022
Q1 | $617K | Buy |
+9,275
| New | +$617K | 0.07% | 208 |
|
|
2019
Q3 | – | Sell |
-1,500
| Closed | -$375 | – | 377 |
|
|
2019
Q2 | $375 | Buy |
+1,500
| New | +$375 | 0.02% | 417 |
|