Venturi Wealth Management’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
Q1 | – | Sell |
-503
| Closed | -$12.4K | – | 1348 |
|
|
2024
Q4 | $12.4K | Sell |
503
-755
| -60% | -$18.5K | ﹤0.01% | 1378 |
|
|
2024
Q3 | $33.7K | Sell |
1,258
-52
| -4% | -$1.39K | ﹤0.01% | 874 |
|
|
2024
Q2 | $37.8K | Sell |
1,310
-93
| -7% | -$2.69K | ﹤0.01% | 752 |
|
|
2024
Q1 | $45.5K | Buy |
1,403
+70
| +5% | +$2.27K | ﹤0.01% | 516 |
|
|
2023
Q4 | $47.6K | Sell |
1,333
-107
| -7% | -$3.82K | ﹤0.01% | 493 |
|
|
2023
Q3 | $51.2K | Buy |
1,440
+211
| +17% | +$7.51K | ﹤0.01% | 468 |
|
|
2023
Q2 | $43K | Buy |
1,229
+6
| +0.5% | +$210 | ﹤0.01% | 443 |
|
|
2023
Q1 | $56.1K | Buy |
+1,223
| New | +$56.1K | ﹤0.01% | 458 |
|