TritonPoint 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 | $453K | Buy |
12,420
+25
| +0.2% | +$912 | 0.04% | 230 |
|
|
2025
Q1 | $335K | Buy |
12,395
+45
| +0.4% | +$1.22K | 0.03% | 260 |
|
|
2024
Q4 | $304K | Hold |
12,350
| – | – | 0.03% | 270 |
|
|
2024
Q3 | $334K | Sell |
12,350
-28
| -0.2% | -$757 | 0.03% | 251 |
|
|
2024
Q2 | $358K | Buy |
+12,378
| New | +$358K | 0.03% | 235 |
|
|
2024
Q1 | – | Sell |
-12,675
| Closed | -$453K | – | 315 |
|
|
2023
Q4 | $453K | Buy |
+12,675
| New | +$453K | 0.04% | 224 |
|