MWM
Moran 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 | $1.03M | Sell |
28,232
-1,303
| -4% | -$47.5K | 0.03% | 324 |
|
|
2025
Q1 | $798K | Buy |
+29,535
| New | +$798K | 0.03% | 323 |
|
|
2023
Q3 | – | Sell |
-80,985
| Closed | -$2.83M | – | 401 |
|
|
2023
Q2 | $2.83M | Sell |
80,985
-210,451
| -72% | -$7.37M | 0.11% | 196 |
|
|
2023
Q1 | $13.4M | Buy |
291,436
+1,379
| +0.5% | +$63.3K | 0.51% | 77 |
|
|
2022
Q4 | $12.7M | Buy |
+290,057
| New | +$12.7M | 0.48% | 70 |
|