AssetMark Inc’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65K | Buy |
38
+36
| +1,800% | +$2.51K | ﹤0.01% | 2345 |
|
|
2025
Q1 | $129 | Sell |
2
-8
| -80% | -$516 | ﹤0.01% | 2553 |
|
|
2024
Q4 | $739 | Buy |
10
+3
| +43% | +$222 | ﹤0.01% | 2308 |
|
|
2024
Q3 | $642 | Buy |
7
+6
| +600% | +$550 | ﹤0.01% | 2055 |
|
|
2024
Q2 | $77 | Sell |
1
-6
| -86% | -$462 | ﹤0.01% | 2050 |
|
|
2024
Q1 | $578 | Buy |
+7
| New | +$578 | ﹤0.01% | 1714 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$75 | – | 1957 |
|
|
2023
Q3 | $75 | Buy |
+1
| New | +$75 | ﹤0.01% | 1716 |
|
|
2017
Q3 | – | Sell |
-26
| Closed | -$2K | – | 1560 |
|
|
2017
Q2 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 1230 |
|
|
2016
Q2 | – | Sell |
-11
| Closed | -$1K | – | 1243 |
|
|
2016
Q1 | $1K | Sell |
11
-15
| -58% | -$1.36K | ﹤0.01% | 1122 |
|
|
2015
Q4 | $1K | Buy |
26
+14
| +117% | +$538 | ﹤0.01% | 1227 |
|
|
2015
Q3 | $1K | Sell |
12
-26,312
| -100% | -$2.19M | ﹤0.01% | 678 |
|
|
2015
Q2 | $1.73M | Buy |
26,324
+100
| +0.4% | +$6.57K | 0.04% | 222 |
|
|
2015
Q1 | $1.75M | Sell |
26,224
-56
| -0.2% | -$3.74K | 0.04% | 216 |
|
|
2014
Q4 | $1.44M | Sell |
26,280
-232
| -0.9% | -$12.7K | 0.03% | 243 |
|
|
2014
Q3 | $1.06M | Sell |
26,512
-57,035
| -68% | -$2.29M | 0.02% | 278 |
|
|
2014
Q2 | $3.59M | Sell |
83,547
-7,949
| -9% | -$342K | 0.08% | 125 |
|
|
2014
Q1 | $4.11M | Buy |
91,496
+1,145
| +1% | +$51.4K | 0.1% | 95 |
|
|
2013
Q4 | $3.98M | Sell |
90,351
-10,363
| -10% | -$456K | 0.09% | 106 |
|
|
2013
Q3 | $4.54M | Buy |
+100,714
| New | +$4.54M | 0.11% | 103 |
|