Wilbanks Smith & Thomas Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,590
| Closed | -$214K | – | 944 |
|
|
2018
Q3 | $214K | Buy |
+6,590
| New | +$214K | 0.01% | 380 |
|
|
2015
Q2 | – | Sell |
-6,024
| Closed | -$277K | – | 317 |
|
|
2015
Q1 | $277K | Sell |
6,024
-120
| -2% | -$5.52K | 0.03% | 241 |
|
|
2014
Q4 | $280K | Buy |
6,144
+75
| +1% | +$3.42K | 0.03% | 244 |
|
|
2014
Q3 | $270K | Buy |
6,069
+754
| +14% | +$33.5K | 0.03% | 234 |
|
|
2014
Q2 | $263K | Buy |
5,315
+205
| +4% | +$10.1K | 0.03% | 245 |
|
|
2014
Q1 | $256K | Buy |
5,110
+700
| +16% | +$35.1K | 0.03% | 238 |
|
|
2013
Q4 | $208K | Sell |
4,410
-980
| -18% | -$46.2K | 0.02% | 268 |
|
|
2013
Q3 | $232K | Buy |
+5,390
| New | +$232K | 0.03% | 238 |
|