SIAP
Sterling Investment Advisors (Pennsylvania)’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Sell |
136,075
-400
| -0.3% | -$14.6K | 1.09% | 26 |
|
|
2025
Q1 | $3.69M | Sell |
136,475
-375
| -0.3% | -$10.1K | 0.89% | 35 |
|
|
2024
Q4 | $3.36M | Buy |
+136,850
| New | +$3.36M | 0.82% | 37 |
|
|
2022
Q3 | – | Sell |
-1,600
| Closed | -$76K | – | 347 |
|
|
2022
Q2 | $76K | Buy |
1,600
+1,000
| +167% | +$47.5K | 0.03% | 200 |
|
|
2022
Q1 | $40K | Hold |
600
| – | – | 0.01% | 275 |
|
|
2021
Q4 | $24K | Buy |
+600
| New | +$24K | 0.01% | 346 |
|
|
2019
Q4 | – | Sell |
-3,000
| Closed | -$62K | – | 428 |
|
|
2019
Q3 | $62K | Buy |
+3,000
| New | +$62K | 0.03% | 187 |
|
|
2017
Q2 | – | Sell |
-48,066
| Closed | -$1.4M | – | 380 |
|
|
2017
Q1 | $1.4M | Buy |
48,066
+866
| +2% | +$25.3K | 1.01% | 33 |
|
|
2016
Q4 | $1.38M | Buy |
+47,200
| New | +$1.38M | 1.11% | 32 |
|