PWMG
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Prestige Wealth Management Group’s The Mosaic Company MOS Stock Holding History

Prestige Wealth Management Group’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16
Closed -$463 – 1044
2024
Q2 		$463 Sell
16
-32
-67% -$964 ﹤0.01% 935
2024
Q1 		$1.56K Buy
48
+14
+41% +$446 ﹤0.01% 799
2023
Q4 		$1.22K Buy
+34
New +$1.2K ﹤0.01% 841
2023
Q2 		– Sell
-8
Closed -$368 – 1078
2023
Q1 		$368 Hold
8
– – ﹤0.01% 1018
2022
Q4 		$351 Buy
+8
New +$396 ﹤0.01% 1111
2019
Q1 		– Sell
-42
Closed -$1K – 891
2018
Q4 		$1K Buy
+42
New +$1.38K ﹤0.01% 1072

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Invesco
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Geode Capital Management
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Boston Partners
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D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return