TWD
True Wealth Design’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53K | Buy |
42
+29
| +223% | +$1.06K | ﹤0.01% | 1289 |
|
|
2025
Q1 | $352 | Buy |
+13
| New | +$352 | ﹤0.01% | 1708 |
|
|
2024
Q4 | – | Sell |
-165
| Closed | -$4.42K | – | 1464 |
|
|
2024
Q3 | $4.42K | Buy |
165
+146
| +768% | +$3.91K | ﹤0.01% | 581 |
|
|
2024
Q2 | $550 | Buy |
19
+2
| +12% | +$58 | ﹤0.01% | 636 |
|
|
2024
Q1 | $552 | Buy |
17
+7
| +70% | +$227 | ﹤0.01% | 603 |
|
|
2023
Q4 | $358 | Hold |
10
| – | – | ﹤0.01% | 568 |
|
|
2023
Q3 | $356 | Hold |
10
| – | – | ﹤0.01% | 514 |
|
|
2023
Q2 | $350 | Hold |
10
| – | – | ﹤0.01% | 543 |
|
|
2023
Q1 | $459 | Hold |
10
| – | – | ﹤0.01% | 545 |
|
|
2022
Q4 | $439 | Buy |
+10
| New | +$439 | ﹤0.01% | 484 |
|