Valeo 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 | $321K | Buy |
+186,212
| New | +$321K | 0.01% | 558 |
|
|
2021
Q2 | – | Sell |
-15
| Closed | – | – | 1213 |
|
|
2021
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 2026 |
|
|
2020
Q3 | – | Sell |
-152
| Closed | -$2K | – | 1869 |
|
|
2020
Q2 | $2K | Hold |
152
| – | – | ﹤0.01% | 1692 |
|
|
2020
Q1 | $2K | Hold |
152
| – | – | ﹤0.01% | 1495 |
|
|
2019
Q4 | $3K | Buy |
152
+49
| +48% | +$967 | ﹤0.01% | 1387 |
|
|
2019
Q3 | $2K | Hold |
103
| – | – | ﹤0.01% | 1379 |
|
|
2019
Q2 | $3K | Hold |
103
| – | – | ﹤0.01% | 1335 |
|
|
2019
Q1 | $3K | Buy |
103
+6
| +6% | +$175 | ﹤0.01% | 1285 |
|
|
2018
Q4 | $3K | Sell |
97
-111
| -53% | -$3.43K | ﹤0.01% | 1203 |
|
|
2018
Q3 | $6K | Sell |
208
-1,745
| -89% | -$50.3K | ﹤0.01% | 1127 |
|
|
2018
Q2 | $59K | Buy |
1,953
+208
| +12% | +$6.28K | 0.01% | 505 |
|
|
2018
Q1 | $42K | Buy |
1,745
+1,610
| +1,193% | +$38.8K | 0.01% | 525 |
|
|
2017
Q4 | $3K | Hold |
135
| – | – | ﹤0.01% | 1117 |
|
|
2017
Q3 | $3K | Buy |
+135
| New | +$3K | ﹤0.01% | 957 |
|