AE Wealth Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
3,801
-285
| -7% | -$20K | ﹤0.01% | 1160 |
|
|
2025
Q1 | $279K | Sell |
4,086
-566
| -12% | -$38.6K | ﹤0.01% | 1121 |
|
|
2024
Q4 | $347K | Buy |
+4,652
| New | +$347K | ﹤0.01% | 1034 |
|
|
2022
Q2 | – | Sell |
-5,946
| Closed | -$446K | – | 1786 |
|
|
2022
Q1 | $446K | Sell |
5,946
-824
| -12% | -$61.8K | ﹤0.01% | 1268 |
|
|
2021
Q4 | $539K | Sell |
6,770
-1,589
| -19% | -$127K | ﹤0.01% | 1227 |
|
|
2021
Q3 | $695K | Buy |
8,359
+2,629
| +46% | +$219K | 0.01% | 1007 |
|
|
2021
Q2 | $504K | Buy |
+5,730
| New | +$504K | ﹤0.01% | 1137 |
|
|
2020
Q3 | – | Sell |
-8,182
| Closed | -$576K | – | 1316 |
|
|
2020
Q2 | $576K | Buy |
+8,182
| New | +$576K | 0.01% | 822 |
|