AssetMark Inc’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65K | Buy |
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|
2025
Q1 | $129 | Sell |
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|
2024
Q4 | $739 | Buy |
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|
2024
Q3 | $642 | Buy |
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|
2024
Q2 | $77 | Sell |
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|
2024
Q1 | $578 | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $75 | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1K | Sell |
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|
2015
Q4 | $1K | Buy |
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|
2015
Q3 | $1K | Sell |
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|
2015
Q2 | $1.73M | Buy |
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|
2015
Q1 | $1.75M | Sell |
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|
2014
Q4 | $1.44M | Sell |
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|
2014
Q3 | $1.06M | Sell |
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|
2014
Q2 | $3.59M | Sell |
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|
2014
Q1 | $4.11M | Buy |
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|
2013
Q4 | $3.98M | Sell |
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|
2013
Q3 | $4.54M | Buy |
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