Annis Gardner Whiting Capital Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-37
| Closed | -$2.52K | – | 1344 |
|
|
2025
Q1 | $2.52K | Hold |
37
| – | – | ﹤0.01% | 672 |
|
|
2024
Q4 | $2.76K | Sell |
37
-16
| -30% | -$1.2K | ﹤0.01% | 664 |
|
|
2024
Q3 | $4.94K | Hold |
53
| – | – | ﹤0.01% | 632 |
|
|
2024
Q2 | $4.54K | Hold |
53
| – | – | ﹤0.01% | 782 |
|
|
2024
Q1 | $4.45K | Hold |
53
| – | – | ﹤0.01% | 772 |
|
|
2023
Q4 | $4.45K | Hold |
53
| – | – | ﹤0.01% | 557 |
|
|
2023
Q3 | $3.96K | Buy |
+53
| New | +$3.96K | ﹤0.01% | 550 |
|