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Summit Financial’s The Mosaic Company MOS Stock Holding History

Summit Financial’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.48M Buy
150,290
+4,907
+3% +$179K 0.12% 150
2025
Q1 		$3.93M Buy
145,383
+330
+0.2% +$8.91K 0.11% 160
2024
Q4 		$3.57M Buy
+145,053
New +$3.57M 0.13% 140