Bell Investment 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 | $7.58K | Buy |
108
+14
| +15% | +$983 | ﹤0.01% | 791 |
|
|
2025
Q1 | $6.41K | Sell |
94
-7
| -7% | -$477 | ﹤0.01% | 796 |
|
|
2024
Q4 | $7.54K | Buy |
101
+23
| +29% | +$1.72K | ﹤0.01% | 723 |
|
|
2024
Q3 | $7.27K | Hold |
78
| – | – | ﹤0.01% | 759 |
|
|
2024
Q2 | $6.69K | Hold |
78
| – | – | ﹤0.01% | 784 |
|
|
2024
Q1 | $6.55K | Hold |
78
| – | – | ﹤0.01% | 777 |
|
|
2023
Q4 | $6.54K | Hold |
78
| – | – | ﹤0.01% | 735 |
|
|
2023
Q3 | $5.83K | Hold |
78
| – | – | ﹤0.01% | 730 |
|
|
2023
Q2 | $6.59K | Sell |
78
-6
| -7% | -$507 | ﹤0.01% | 681 |
|
|
2023
Q1 | $6.61K | Buy |
84
+6
| +8% | +$472 | ﹤0.01% | 649 |
|
|
2022
Q4 | $5.72K | Sell |
78
-10
| -11% | -$733 | ﹤0.01% | 742 |
|
|
2022
Q3 | $5K | Hold |
88
| – | – | ﹤0.01% | 693 |
|
|
2022
Q2 | $6K | Buy |
+88
| New | +$6K | ﹤0.01% | 631 |
|
|
2021
Q4 | $6K | Buy |
78
+3
| +4% | +$231 | ﹤0.01% | 698 |
|
|
2021
Q3 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 645 |
|