SWA
SOA Wealth Advisors’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79 | Hold |
2
| – | – | ﹤0.01% | 845 |
|
|
2025
Q1 | $58 | Hold |
2
| – | – | ﹤0.01% | 860 |
|
|
2024
Q4 | $53 | Sell |
2
-1
| -33% | -$27 | ﹤0.01% | 860 |
|
|
2024
Q3 | $85 | Hold |
3
| – | – | ﹤0.01% | 813 |
|
|
2024
Q2 | $91 | Sell |
3
-1
| -25% | -$30 | ﹤0.01% | 823 |
|
|
2024
Q1 | $134 | Hold |
4
| – | – | ﹤0.01% | 862 |
|
|
2023
Q4 | $147 | Hold |
4
| – | – | ﹤0.01% | 858 |
|
|
2023
Q3 | $146 | Hold |
4
| – | – | ﹤0.01% | 888 |
|
|
2023
Q2 | $143 | Hold |
4
| – | – | ﹤0.01% | 894 |
|
|
2023
Q1 | $186 | Hold |
4
| – | – | ﹤0.01% | 909 |
|
|
2022
Q4 | $177 | Sell |
4
-4
| -50% | -$177 | ﹤0.01% | 913 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 928 |
|
|
2022
Q2 | $0 | Sell |
8
-165
| -95% | – | ﹤0.01% | 949 |
|
|
2022
Q1 | $11K | Hold |
173
| – | – | ﹤0.01% | 574 |
|
|
2021
Q4 | $6K | Hold |
173
| – | – | ﹤0.01% | 639 |
|
|
2021
Q3 | $6K | Sell |
173
-5
| -3% | -$173 | ﹤0.01% | 662 |
|
|
2021
Q2 | $5K | Sell |
178
-96
| -35% | -$2.7K | ﹤0.01% | 673 |
|
|
2021
Q1 | $8K | Buy |
274
+10
| +4% | +$292 | ﹤0.01% | 552 |
|
|
2020
Q4 | $7K | Buy |
+264
| New | +$7K | ﹤0.01% | 566 |
|