Wealth Enhancement Advisory Services’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
59,222
+12,036
| +26% | +$449K | ﹤0.01% | 1307 |
|
|
2025
Q1 | $1.27M | Buy |
47,186
+7,828
| +20% | +$211K | ﹤0.01% | 1482 |
|
|
2024
Q4 | $967K | Sell |
39,358
-1,680
| -4% | -$41.3K | ﹤0.01% | 1551 |
|
|
2024
Q3 | $1.1M | Buy |
41,038
+653
| +2% | +$17.5K | ﹤0.01% | 1338 |
|
|
2024
Q2 | $1.17M | Buy |
40,385
+4,915
| +14% | +$142K | ﹤0.01% | 1206 |
|
|
2024
Q1 | $1.15M | Sell |
35,470
-735
| -2% | -$23.9K | ﹤0.01% | 1172 |
|
|
2023
Q4 | $1.29M | Sell |
36,205
-877
| -2% | -$31.3K | ﹤0.01% | 1060 |
|
|
2023
Q3 | $1.32M | Buy |
+37,082
| New | +$1.32M | ﹤0.01% | 998 |
|
|
2021
Q2 | – | Sell |
-38,006
| Closed | -$1.18M | – | 296 |
|
|
2021
Q1 | $1.18M | Buy |
38,006
+453
| +1% | +$14K | 0.02% | 178 |
|
|
2020
Q4 | $1.08M | Sell |
37,553
-133,366
| -78% | -$3.82M | 0.02% | 153 |
|
|
2020
Q3 | $3.31M | Buy |
+170,919
| New | +$3.31M | 0.09% | 84 |
|