Carson Wealth (CWM LLC)’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.34M | Buy |
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|
2025
Q2 | $509K | Buy |
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|
2025
Q1 | $155K | Buy |
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|
2024
Q4 | $143K | Buy |
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|
2024
Q3 | $64K | Buy |
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|
2024
Q2 | $51K | Buy |
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|
2024
Q1 | $43K | Buy |
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|
2023
Q4 | $28K | Sell |
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|
2023
Q3 | $34K | Sell |
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|
2023
Q2 | $40K | Sell |
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|
2023
Q1 | $56K | Sell |
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|
2022
Q4 | $67K | Buy |
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|
2022
Q3 | $31K | Sell |
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|
2022
Q2 | $39K | Sell |
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|
2022
Q1 | $87K | Sell |
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|
2021
Q4 | $304K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $9K | Sell |
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|
2018
Q2 | $9K | Buy |
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