U.S. Capital Wealth Advisors’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 | – | Sell |
-8,427
| Closed | -$228K | – | 915 |
|
2025
Q1 | $228K | Sell |
8,427
-6,830
| -45% | -$184K | 0.01% | 775 |
|
2024
Q4 | $375K | Sell |
15,257
-28,158
| -65% | -$692K | 0.01% | 627 |
|
2024
Q3 | $1.16M | Buy |
43,415
+2,097
| +5% | +$56.2K | 0.04% | 334 |
|
2024
Q2 | $1.19M | Buy |
41,318
+4,652
| +13% | +$134K | 0.05% | 323 |
|
2024
Q1 | $1.19M | Buy |
36,666
+1,702
| +5% | +$55.2K | 0.05% | 318 |
|
2023
Q4 | $1.25M | Sell |
34,964
-1,825
| -5% | -$65.2K | 0.05% | 301 |
|
2023
Q3 | $1.31M | Buy |
36,789
+5,255
| +17% | +$187K | 0.06% | 271 |
|
2023
Q2 | $1.1M | Buy |
31,534
+8,407
| +36% | +$294K | 0.05% | 307 |
|
2023
Q1 | $1.06M | Sell |
23,127
-298
| -1% | -$13.7K | 0.05% | 292 |
|
2022
Q4 | $1.03M | Buy |
23,425
+6,825
| +41% | +$299K | 0.05% | 324 |
|
2022
Q3 | $802K | Sell |
16,600
-900
| -5% | -$43.5K | 0.04% | 362 |
|
2022
Q2 | $827K | Buy |
17,500
+700
| +4% | +$33.1K | 0.04% | 384 |
|
2022
Q1 | $1.12M | Buy |
+16,800
| New | +$1.12M | 0.04% | 377 |
|