Northwestern Mutual Wealth Management’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $469K | Buy |
12,843
+5,641
| +78% | +$206K | ﹤0.01% | 1410 |
|
2025
Q1 | $195K | Sell |
7,202
-196
| -3% | -$5.29K | ﹤0.01% | 1673 |
|
2024
Q4 | $182K | Sell |
7,398
-321
| -4% | -$7.89K | ﹤0.01% | 1693 |
|
2024
Q3 | $207K | Sell |
7,719
-400
| -5% | -$10.7K | ﹤0.01% | 1610 |
|
2024
Q2 | $235K | Sell |
8,119
-226
| -3% | -$6.53K | ﹤0.01% | 1513 |
|
2024
Q1 | $271K | Sell |
8,345
-195
| -2% | -$6.33K | ﹤0.01% | 1453 |
|
2023
Q4 | $305K | Sell |
8,540
-5,601
| -40% | -$200K | ﹤0.01% | 1366 |
|
2023
Q3 | $503K | Buy |
14,141
+764
| +6% | +$27.2K | ﹤0.01% | 1154 |
|
2023
Q2 | $468K | Buy |
13,377
+2,538
| +23% | +$88.8K | ﹤0.01% | 1181 |
|
2023
Q1 | $497K | Buy |
10,839
+644
| +6% | +$29.5K | ﹤0.01% | 1133 |
|
2022
Q4 | $447K | Sell |
10,195
-46,903
| -82% | -$2.06M | ﹤0.01% | 1135 |
|
2022
Q3 | $2.76M | Buy |
57,098
+46,252
| +426% | +$2.24M | ﹤0.01% | 534 |
|
2022
Q2 | $512K | Buy |
10,846
+219
| +2% | +$10.3K | ﹤0.01% | 1035 |
|
2022
Q1 | $706K | Buy |
10,627
+1,885
| +22% | +$125K | ﹤0.01% | 960 |
|
2021
Q4 | $343K | Sell |
8,742
-77
| -0.9% | -$3.02K | ﹤0.01% | 1236 |
|
2021
Q3 | $315K | Buy |
8,819
+21
| +0.2% | +$750 | ﹤0.01% | 1172 |
|
2021
Q2 | $281K | Buy |
8,798
+274
| +3% | +$8.75K | ﹤0.01% | 1190 |
|
2021
Q1 | $270K | Sell |
8,524
-2,412
| -22% | -$76.4K | ﹤0.01% | 1137 |
|
2020
Q4 | $252K | Buy |
10,936
+1,661
| +18% | +$38.3K | ﹤0.01% | 1055 |
|
2020
Q3 | $169K | Sell |
9,275
-3,025
| -25% | -$55.1K | ﹤0.01% | 1080 |
|
2020
Q2 | $154K | Buy |
12,300
+947
| +8% | +$11.9K | ﹤0.01% | 1057 |
|
2020
Q1 | $123K | Buy |
11,353
+143
| +1% | +$1.55K | ﹤0.01% | 1042 |
|
2019
Q4 | $243K | Sell |
11,210
-8,287
| -43% | -$180K | ﹤0.01% | 879 |
|
2019
Q3 | $400K | Sell |
19,497
-34,123
| -64% | -$700K | ﹤0.01% | 685 |
|
2019
Q2 | $1.34M | Sell |
53,620
-1,556
| -3% | -$38.9K | 0.01% | 427 |
|
2019
Q1 | $1.51M | Buy |
55,176
+7,778
| +16% | +$212K | 0.01% | 403 |
|
2018
Q4 | $1.39M | Buy |
47,398
+12,849
| +37% | +$375K | 0.01% | 389 |
|
2018
Q3 | $1.12M | Buy |
34,549
+806
| +2% | +$26.2K | 0.01% | 408 |
|
2018
Q2 | $946K | Buy |
33,743
+4,743
| +16% | +$133K | 0.01% | 429 |
|
2018
Q1 | $704K | Buy |
29,000
+5,171
| +22% | +$126K | ﹤0.01% | 455 |
|
2017
Q4 | $611K | Sell |
23,829
-1,489
| -6% | -$38.2K | ﹤0.01% | 477 |
|
2017
Q3 | $547K | Buy |
25,318
+2,111
| +9% | +$45.6K | ﹤0.01% | 463 |
|
2017
Q2 | $530K | Buy |
23,207
+1,399
| +6% | +$32K | ﹤0.01% | 466 |
|
2017
Q1 | $637K | Buy |
21,808
+1,562
| +8% | +$45.6K | 0.01% | 405 |
|
2016
Q4 | $594K | Buy |
+20,246
| New | +$594K | 0.01% | 413 |
|
2016
Q3 | – | Sell |
-20,619
| Closed | -$539K | – | 1006 |
|
2016
Q2 | $539K | Buy |
20,619
+6,600
| +47% | +$173K | 0.01% | 387 |
|
2016
Q1 | $381K | Buy |
14,019
+3,787
| +37% | +$103K | 0.01% | 448 |
|
2015
Q4 | $283K | Buy |
10,232
+2,443
| +31% | +$67.6K | 0.01% | 464 |
|
2015
Q3 | $242K | Sell |
7,789
-4,357
| -36% | -$135K | 0.01% | 460 |
|
2015
Q2 | $569K | Sell |
12,146
-6,186
| -34% | -$290K | 0.01% | 308 |
|
2015
Q1 | $845K | Buy |
18,332
+15,804
| +625% | +$728K | 0.02% | 258 |
|
2014
Q4 | $115K | Sell |
2,528
-212
| -8% | -$9.64K | ﹤0.01% | 494 |
|
2014
Q3 | $122K | Buy |
2,740
+59
| +2% | +$2.63K | ﹤0.01% | 468 |
|
2014
Q2 | $133K | Hold |
2,681
| – | – | 0.01% | 451 |
|
2014
Q1 | $134K | Sell |
2,681
-96
| -3% | -$4.8K | 0.01% | 434 |
|
2013
Q4 | $131K | Sell |
2,777
-383
| -12% | -$18.1K | 0.01% | 438 |
|
2013
Q3 | $136K | Sell |
3,160
-172
| -5% | -$7.4K | 0.01% | 419 |
|
2013
Q2 | $180K | Buy |
+3,332
| New | +$180K | 0.01% | 353 |
|