RIA
Recurrent Investment Advisors’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Hold |
24,957
| – | – | 0.07% | 52 |
|
|
2025
Q1 | $674K | Buy |
24,957
+1,299
| +5% | +$35.1K | 0.06% | 53 |
|
|
2024
Q4 | $582K | Sell |
23,658
-1,629
| -6% | -$40K | 0.05% | 54 |
|
|
2024
Q3 | $677K | Sell |
25,287
-1,754
| -6% | -$47K | 0.07% | 48 |
|
|
2024
Q2 | $781K | Buy |
27,041
+16,209
| +150% | +$468K | 0.08% | 43 |
|
|
2024
Q1 | $352K | Hold |
10,832
| – | – | 0.04% | 49 |
|
|
2023
Q4 | $387K | Sell |
10,832
-1,201
| -10% | -$42.9K | 0.06% | 43 |
|
|
2023
Q3 | $428K | Buy |
12,033
+7
| +0.1% | +$249 | 0.06% | 49 |
|
|
2023
Q2 | $421K | Buy |
12,026
+1,180
| +11% | +$41.3K | 0.07% | 49 |
|
|
2023
Q1 | $498K | Hold |
10,846
| – | – | 0.1% | 43 |
|
|
2022
Q4 | $476K | Hold |
10,846
| – | – | 0.1% | 43 |
|
|
2022
Q3 | $524K | Buy |
10,846
+1,846
| +21% | +$89.2K | 0.14% | 42 |
|
|
2022
Q2 | $425K | Buy |
+9,000
| New | +$425K | 0.13% | 41 |
|