Spire 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 | $8.1K | Sell |
222
-176
| -44% | -$6.42K | ﹤0.01% | 1791 |
|
2025
Q1 | $10.8K | Sell |
398
-180
| -31% | -$4.86K | ﹤0.01% | 1815 |
|
2024
Q4 | $14.2K | Sell |
578
-1
| -0.2% | -$25 | ﹤0.01% | 1739 |
|
2024
Q3 | $15.5K | Buy |
579
+108
| +23% | +$2.89K | ﹤0.01% | 1516 |
|
2024
Q2 | $13.6K | Sell |
471
-2,098
| -82% | -$60.6K | ﹤0.01% | 1548 |
|
2024
Q1 | $83.4K | Sell |
2,569
-265
| -9% | -$8.6K | ﹤0.01% | 1048 |
|
2023
Q4 | $91K | Sell |
2,834
-114
| -4% | -$3.66K | ﹤0.01% | 1016 |
|
2023
Q3 | $105K | Sell |
2,948
-146
| -5% | -$5.2K | ﹤0.01% | 939 |
|
2023
Q2 | $108K | Buy |
3,094
+351
| +13% | +$12.3K | ﹤0.01% | 948 |
|
2023
Q1 | $126K | Sell |
2,743
-32
| -1% | -$1.47K | ﹤0.01% | 891 |
|
2022
Q4 | $122K | Sell |
2,775
-11,654
| -81% | -$512K | 0.01% | 684 |
|
2022
Q3 | $697K | Sell |
14,429
-2,193
| -13% | -$106K | 0.04% | 275 |
|
2022
Q2 | $785K | Buy |
16,622
+10,032
| +152% | +$474K | 0.03% | 378 |
|
2022
Q1 | $438K | Sell |
6,590
-14,272
| -68% | -$949K | 0.01% | 613 |
|
2021
Q4 | $820K | Buy |
20,862
+15,285
| +274% | +$601K | 0.02% | 531 |
|
2021
Q3 | $199K | Sell |
5,577
-8,279
| -60% | -$295K | 0.01% | 930 |
|
2021
Q2 | $442K | Buy |
13,856
+4,132
| +42% | +$132K | 0.01% | 644 |
|
2021
Q1 | $306K | Buy |
+9,724
| New | +$306K | 0.01% | 853 |
|