United Capital Financial 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 | $613K | Buy |
16,807
+6,443
| +62% | +$235K | ﹤0.01% | 720 |
|
|
2025
Q1 | $280K | Buy |
10,364
+1,417
| +16% | +$38.3K | ﹤0.01% | 905 |
|
|
2024
Q4 | $220K | Buy |
8,947
+592
| +7% | +$14.6K | ﹤0.01% | 981 |
|
|
2024
Q3 | $224K | Buy |
+8,355
| New | +$224K | ﹤0.01% | 972 |
|
|
2024
Q2 | – | Sell |
-8,409
| Closed | -$273K | – | 1071 |
|
|
2024
Q1 | $273K | Sell |
8,409
-1,566
| -16% | -$50.8K | ﹤0.01% | 905 |
|
|
2023
Q4 | $356K | Buy |
+9,975
| New | +$356K | ﹤0.01% | 812 |
|
|
2019
Q1 | – | Sell |
-8,939
| Closed | -$261K | – | 1362 |
|
|
2018
Q4 | $261K | Sell |
8,939
-7,845
| -47% | -$229K | ﹤0.01% | 1113 |
|
|
2018
Q3 | $545K | Sell |
16,784
-5,009
| -23% | -$163K | ﹤0.01% | 950 |
|
|
2018
Q2 | $611K | Sell |
21,793
-841
| -4% | -$23.6K | ﹤0.01% | 896 |
|
|
2018
Q1 | $550K | Sell |
22,634
-212,536
| -90% | -$5.16M | ﹤0.01% | 934 |
|
|
2017
Q4 | $6.01M | Sell |
235,170
-14,676
| -6% | -$375K | 0.05% | 378 |
|
|
2017
Q3 | $5.39M | Buy |
249,846
+2,710
| +1% | +$58.5K | 0.05% | 379 |
|
|
2017
Q2 | $5.64M | Buy |
247,136
+11,545
| +5% | +$264K | 0.05% | 362 |
|
|
2017
Q1 | $6.88M | Sell |
235,591
-22,878
| -9% | -$668K | 0.06% | 323 |
|
|
2016
Q4 | $7.58M | Buy |
258,469
+7,590
| +3% | +$223K | 0.07% | 314 |
|
|
2016
Q3 | $6.14M | Buy |
250,879
+30,904
| +14% | +$756K | 0.06% | 349 |
|
|
2016
Q2 | $5.72M | Buy |
+219,975
| New | +$5.72M | 0.06% | 341 |
|
|
2015
Q2 | – | Sell |
-5,304
| Closed | -$233K | – | 1291 |
|
|
2015
Q1 | $233K | Sell |
5,304
-297
| -5% | -$13K | ﹤0.01% | 1137 |
|
|
2014
Q4 | $256K | Sell |
5,601
-4,258
| -43% | -$195K | ﹤0.01% | 1020 |
|
|
2014
Q3 | $438K | Sell |
9,859
-16,372
| -62% | -$727K | 0.01% | 822 |
|
|
2014
Q2 | $1.3M | Sell |
26,231
-77,840
| -75% | -$3.85M | 0.02% | 505 |
|
|
2014
Q1 | $5.2M | Sell |
104,071
-144,411
| -58% | -$7.22M | 0.11% | 205 |
|
|
2013
Q4 | $11.7M | Buy |
248,482
+72,002
| +41% | +$3.4M | 0.4% | 66 |
|
|
2013
Q3 | $7.59M | Buy |
+176,480
| New | +$7.59M | 0.24% | 95 |
|