West Oak Capital’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-140
| Closed | -$5K | – | 308 |
|
|
2023
Q4 | $5K | Hold |
140
| – | – | ﹤0.01% | 269 |
|
|
2023
Q3 | $5K | Hold |
140
| – | – | ﹤0.01% | 267 |
|
|
2023
Q2 | $4.9K | Hold |
140
| – | – | ﹤0.01% | 273 |
|
|
2023
Q1 | $6.42K | Hold |
140
| – | – | ﹤0.01% | 266 |
|
|
2022
Q4 | $6K | Hold |
140
| – | – | ﹤0.01% | 234 |
|
|
2022
Q3 | $7K | Hold |
140
| – | – | ﹤0.01% | 261 |
|
|
2022
Q2 | $7K | Hold |
140
| – | – | ﹤0.01% | 262 |
|
|
2022
Q1 | $9K | Buy |
+140
| New | +$9K | ﹤0.01% | 272 |
|
|
2014
Q4 | – | Sell |
-100
| Closed | -$4.44K | – | 325 |
|
|
2014
Q3 | $4.44K | Hold |
100
| – | – | ﹤0.01% | 236 |
|
|
2014
Q2 | $4.95K | Hold |
100
| – | – | ﹤0.01% | 233 |
|
|
2014
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 230 |
|
|
2013
Q4 | $4.73K | Hold |
100
| – | – | ﹤0.01% | 230 |
|
|
2013
Q3 | $4.3K | Hold |
100
| – | – | ﹤0.01% | 230 |
|
|
2013
Q2 | $5.38K | Buy |
+100
| New | +$5.38K | ﹤0.01% | 218 |
|