Blue Trust Inc’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $113K | Buy |
1,609
+381
| +31% | +$26.7K | ﹤0.01% | 998 |
|
2025
Q1 | $83.7K | Buy |
1,228
+303
| +33% | +$20.7K | ﹤0.01% | 1075 |
|
2024
Q4 | $69.1K | Sell |
925
-385
| -29% | -$28.7K | ﹤0.01% | 1102 |
|
2024
Q3 | $112K | Buy |
1,310
+918
| +234% | +$78.7K | ﹤0.01% | 1157 |
|
2024
Q2 | $32.9K | Buy |
392
+262
| +202% | +$22K | ﹤0.01% | 1448 |
|
2024
Q1 | $10.9K | Sell |
130
-33
| -20% | -$2.77K | ﹤0.01% | 1417 |
|
2023
Q4 | $12K | Buy |
163
+99
| +155% | +$7.29K | ﹤0.01% | 1521 |
|
2023
Q3 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 1643 |
|
2023
Q2 | – | Sell |
-1,296
| Closed | -$95K | – | 2337 |
|
2023
Q1 | $95K | Buy |
1,296
+128
| +11% | +$9.38K | ﹤0.01% | 784 |
|
2022
Q4 | $68K | Buy |
1,168
+792
| +211% | +$46.1K | ﹤0.01% | 798 |
|
2022
Q3 | $24K | Buy |
376
+153
| +69% | +$9.77K | ﹤0.01% | 1019 |
|
2022
Q2 | $17K | Buy |
+223
| New | +$17K | ﹤0.01% | 1017 |
|