United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $590K | Buy |
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|
2025
Q2 | $613K | Buy |
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|
2025
Q1 | $280K | Buy |
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|
2024
Q4 | $220K | Buy |
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|
2024
Q3 | $224K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $356K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $261K | Sell |
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|
2018
Q3 | $545K | Sell |
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|
2018
Q2 | $611K | Sell |
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|
2018
Q1 | $550K | Sell |
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|
2017
Q4 | $6.01M | Sell |
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|
2017
Q3 | $5.39M | Buy |
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|
2017
Q2 | $5.64M | Buy |
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|
2017
Q1 | $6.88M | Sell |
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|
2016
Q4 | $7.58M | Buy |
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|
2016
Q3 | $6.14M | Buy |
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|
2016
Q2 | $5.72M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $233K | Sell |
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|
2014
Q4 | $256K | Sell |
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|
2014
Q3 | $438K | Sell |
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|
2014
Q2 | $1.3M | Sell |
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|
2014
Q1 | $5.2M | Sell |
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|
2013
Q4 | $11.7M | Buy |
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|
2013
Q3 | $7.59M | Buy |
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