TRUE Private Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$204K	Sell	8,000 -320	-4%	-$8.78K	0.02%	251
2025 Q4	$200K	Hold	8,320	–	–	0.02%	261
2025 Q3	$289K	Hold	8,320	–	–	0.03%	216
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%	-$131	0.02%	220
2024 Q3	$223K	Sell	8,325 -19	-0.2%	-$523	0.03%	197
2024 Q2	$241K	Sell	8,344 -3	-0%	-$90	0.03%	246
2024 Q1	$271K	Sell	8,347 -7	-0.1%	-$223	0.03%	245
2023 Q4	$298K	Hold	8,354	–	–	0.04%	220
2023 Q3	$297K	Sell	8,354 -109	-1%	-$4.18K	0.04%	193
2023 Q2	$296K	Sell	8,463 -1,124	-12%	-$43.4K	0.04%	173
2023 Q1	$440K	Buy	9,587 +1,267	+15%	+$61.4K	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%	-$10.2K	0.04%	190
2021 Q2	$275K	Hold	8,640	–	–	0.04%	184
2021 Q1	$273K	Buy	+8,640	New	+$255K	0.04%	189