Veritable’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,672
| Closed | -$304K | – | 510 |
|
|
2023
Q2 | $304K | Sell |
8,672
-71
| -0.8% | -$2.74K | ﹤0.01% | 695 |
|
|
2023
Q1 | $401K | Buy |
8,743
+157
| +2% | +$7.6K | 0.01% | 604 |
|
|
2022
Q4 | $377K | Sell |
8,586
-1,064
| -11% | -$52.7K | 0.01% | 602 |
|
|
2022
Q3 | $466K | Sell |
9,650
-2,692
| -22% | -$139K | 0.01% | 517 |
|
|
2022
Q2 | $583K | Buy |
12,342
+1,198
| +11% | +$73.4K | 0.01% | 504 |
|
|
2022
Q1 | $741K | Buy |
11,144
+3,732
| +50% | +$187K | 0.01% | 461 |
|
|
2021
Q4 | $291K | Buy |
7,412
+76
| +1% | +$2.91K | ﹤0.01% | 729 |
|
|
2021
Q3 | $262K | Buy |
7,336
+243
| +3% | +$7.77K | ﹤0.01% | 744 |
|
|
2021
Q2 | $226K | Buy |
7,093
+62
| +0.9% | +$2.1K | ﹤0.01% | 793 |
|
|
2021
Q1 | $222K | Buy |
+7,031
| New | +$207K | ﹤0.01% | 760 |
|
|
2019
Q2 | – | Sell |
-8,146
| Closed | -$222K | – | 816 |
|
|
2019
Q1 | $222K | Buy |
8,146
+308
| +4% | +$9.39K | ﹤0.01% | 728 |
|
|
2018
Q4 | $229K | Sell |
7,838
-1,341
| -15% | -$44.1K | 0.01% | 692 |
|
|
2018
Q3 | $298K | Sell |
9,179
-1,734
| -16% | -$52.2K | 0.01% | 649 |
|
|
2018
Q2 | $306K | Buy |
10,913
+76
| +0.7% | +$2.06K | 0.01% | 630 |
|
|
2018
Q1 | $263K | Buy |
+10,837
| New | +$285K | 0.01% | 675 |
|
|
2017
Q2 | – | Sell |
-7,378
| Closed | -$215K | – | 787 |
|
|
2017
Q1 | $215K | Sell |
7,378
-657
| -8% | -$20.3K | 0.01% | 702 |
|
|
2016
Q4 | $236K | Sell |
8,035
-535
| -6% | -$14.4K | 0.01% | 655 |
|
|
2016
Q3 | $210K | Sell |
8,570
-238
| -3% | -$6.49K | 0.01% | 681 |
|
|
2016
Q2 | $231K | Buy |
+8,808
| New | +$234K | 0.01% | 630 |
|
|
2015
Q2 | – | Sell |
-5,020
| Closed | -$231K | – | 829 |
|
|
2015
Q1 | $231K | Buy |
5,020
+415
| +9% | +$20.3K | ﹤0.01% | 834 |
|
|
2014
Q4 | $210K | Buy |
4,605
+80
| +2% | +$3.55K | ﹤0.01% | 870 |
|
|
2014
Q3 | $201K | Sell |
4,525
-2,356
| -34% | -$111K | ﹤0.01% | 908 |
|
|
2014
Q2 | $340K | Buy |
6,881
+91
| +1% | +$4.48K | 0.01% | 725 |
|
|
2014
Q1 | $339K | Sell |
6,790
-2,575
| -27% | -$123K | 0.01% | 693 |
|
|
2013
Q4 | $443K | Buy |
9,365
+1,235
| +15% | +$57.3K | 0.01% | 616 |
|
|
2013
Q3 | $350K | Buy |
+8,130
| New | +$378K | 0.01% | 675 |
|
Other funds holding MOS
