SVB Wealth’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 | $252K | Sell |
6,897
-2,664
| -28% | -$97.2K | 0.01% | 386 |
|
|
2025
Q1 | $258K | Buy |
+9,561
| New | +$258K | 0.01% | 277 |
|
|
2024
Q2 | – | Sell |
-7,010
| Closed | -$228K | – | 795 |
|
|
2024
Q1 | $228K | Sell |
7,010
-1,256
| -15% | -$40.8K | 0.01% | 721 |
|
|
2023
Q4 | $295K | Buy |
+8,266
| New | +$295K | 0.01% | 636 |
|
|
2023
Q2 | – | Sell |
-7,971
| Closed | -$366K | – | 973 |
|
|
2023
Q1 | $366K | Sell |
7,971
-115
| -1% | -$5.28K | 0.01% | 648 |
|
|
2022
Q4 | $355K | Sell |
8,086
-1,867
| -19% | -$81.9K | ﹤0.01% | 673 |
|
|
2022
Q3 | $481K | Buy |
9,953
+5,293
| +114% | +$256K | 0.01% | 545 |
|
|
2022
Q2 | $220K | Sell |
4,660
-1,442
| -24% | -$68.1K | ﹤0.01% | 653 |
|
|
2022
Q1 | $406K | Buy |
+6,102
| New | +$406K | 0.01% | 496 |
|
|
2016
Q2 | – | Sell |
-10,211
| Closed | -$276K | – | 520 |
|
|
2016
Q1 | $276K | Sell |
10,211
-2,924
| -22% | -$79K | 0.01% | 443 |
|
|
2015
Q4 | $362K | Sell |
13,135
-9,509
| -42% | -$262K | 0.01% | 430 |
|
|
2015
Q3 | $704K | Sell |
22,644
-54,388
| -71% | -$1.69M | 0.03% | 351 |
|
|
2015
Q2 | $3.61M | Sell |
77,032
-14,625
| -16% | -$685K | 0.12% | 164 |
|
|
2015
Q1 | $4.22M | Buy |
91,657
+3,728
| +4% | +$172K | 0.14% | 158 |
|
|
2014
Q4 | $4.01M | Buy |
+87,929
| New | +$4.01M | 0.13% | 162 |
|