Atria Investments’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
+3,490
| New | +$245K | ﹤0.01% | 1811 |
|
|
2025
Q1 | – | Sell |
-2,723
| Closed | -$203K | – | 1969 |
|
|
2024
Q4 | $203K | Buy |
2,723
+106
| +4% | +$7.91K | ﹤0.01% | 1780 |
|
|
2024
Q3 | $244K | Buy |
+2,617
| New | +$244K | ﹤0.01% | 1726 |
|
|
2022
Q2 | – | Sell |
-21,542
| Closed | -$1.62M | – | 830 |
|
|
2022
Q1 | $1.62M | Sell |
21,542
-547
| -2% | -$41K | 0.03% | 649 |
|
|
2021
Q4 | $1.76M | Sell |
22,089
-3,555
| -14% | -$283K | 0.03% | 617 |
|
|
2021
Q3 | $2.13M | Buy |
25,644
+7,169
| +39% | +$597K | 0.04% | 503 |
|
|
2021
Q2 | $1.63M | Buy |
+18,475
| New | +$1.63M | 0.03% | 586 |
|