AE Wealth Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $588K | Buy |
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|
2025
Q3 | $346K | Sell |
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|
2025
Q2 | $267K | Sell |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $347K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $446K | Sell |
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|
2021
Q4 | $539K | Sell |
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|
2021
Q3 | $695K | Buy |
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|
2021
Q2 | $504K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $576K | Buy |
|