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