TRUE Private Wealth Advisors’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
8,320
| – | – | 0.03% | 205 |
|
|
2025
Q1 | $225K | Hold |
8,320
| – | – | 0.03% | 217 |
|
|
2024
Q4 | $205K | Sell |
8,320
-5
| -0.1% | -$123 | 0.02% | 220 |
|
|
2024
Q3 | $223K | Sell |
8,325
-19
| -0.2% | -$509 | 0.03% | 197 |
|
|
2024
Q2 | $241K | Sell |
8,344
-3
| -0% | -$87 | 0.03% | 246 |
|
|
2024
Q1 | $271K | Sell |
8,347
-7
| -0.1% | -$227 | 0.03% | 245 |
|
|
2023
Q4 | $298K | Hold |
8,354
| – | – | 0.04% | 220 |
|
|
2023
Q3 | $297K | Sell |
8,354
-109
| -1% | -$3.88K | 0.04% | 193 |
|
|
2023
Q2 | $296K | Sell |
8,463
-1,124
| -12% | -$39.3K | 0.04% | 173 |
|
|
2023
Q1 | $440K | Buy |
9,587
+1,267
| +15% | +$58.1K | 0.07% | 136 |
|
|
2022
Q4 | $365K | Hold |
8,320
| – | – | 0.06% | 145 |
|
|
2022
Q3 | $402K | Hold |
8,320
| – | – | 0.06% | 123 |
|
|
2022
Q2 | $392K | Hold |
8,320
| – | – | 0.06% | 138 |
|
|
2022
Q1 | $558K | Hold |
8,320
| – | – | 0.08% | 123 |
|
|
2021
Q4 | $326K | Hold |
8,320
| – | – | 0.05% | 193 |
|
|
2021
Q3 | $297K | Sell |
8,320
-320
| -4% | -$11.4K | 0.04% | 190 |
|
|
2021
Q2 | $275K | Hold |
8,640
| – | – | 0.04% | 184 |
|
|
2021
Q1 | $273K | Buy |
+8,640
| New | +$273K | 0.04% | 189 |
|