Mosaic shares owned by Bp Wealth Management
Historical chart of Bp Wealth Management investment in Mosaic
Tip: Access up to 7 years of quarterly data
All positions including Mosaic held by Bp Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Mosaic by Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $256k | 7.4k | 34.68 |
| 2025-06-30 | $252k | 6.9k | 36.48 |
| 2025-03-31 | $258k | 9.6k | 27.01 |
| 2024-03-31 | $228k | 7.0k | 32.46 |
| 2023-12-31 | $295k | 8.3k | 35.72 |
| 2023-03-31 | $366k | 8.0k | 45.88 |
| 2022-12-31 | $355k | 8.1k | 43.87 |
| 2022-09-30 | $481k | 10k | 48.35 |
| 2022-06-30 | $221k | 4.7k | 47.44 |
| 2022-03-31 | $408k | 6.1k | 66.93 |
| 2016-03-31 | $276k | 10k | 27.03 |
| 2015-12-31 | $362k | 13k | 27.56 |
| 2015-09-30 | $704k | 23k | 31.09 |
| 2015-06-30 | $3.6M | 77k | 46.85 |
| 2015-03-31 | $4.2M | 92k | 46.06 |
| 2014-12-31 | $4.0M | 88k | 45.65 |