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