Cerity Partners’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
206,683
+83,410
| +68% | +$5.86M | 0.03% | 427 |
|
|
2025
Q1 | $8.41M | Buy |
123,273
+4,006
| +3% | +$273K | 0.02% | 547 |
|
|
2024
Q4 | $8.93M | Buy |
119,267
+7,352
| +7% | +$551K | 0.02% | 524 |
|
|
2024
Q3 | $10.4M | Buy |
111,915
+1,107
| +1% | +$103K | 0.02% | 473 |
|
|
2024
Q2 | $9.5M | Sell |
110,808
-6,135
| -5% | -$526K | 0.03% | 433 |
|
|
2024
Q1 | $9.81M | Buy |
116,943
+1,597
| +1% | +$134K | 0.03% | 465 |
|
|
2023
Q4 | $9.67M | Sell |
115,346
-4,098
| -3% | -$344K | 0.03% | 378 |
|
|
2023
Q3 | $8.92M | Sell |
119,444
-6,069
| -5% | -$453K | 0.04% | 311 |
|
|
2023
Q2 | $10.6M | Buy |
125,513
+129
| +0.1% | +$10.9K | 0.04% | 333 |
|
|
2023
Q1 | $9.87M | Sell |
125,384
-3,731
| -3% | -$294K | 0.02% | 357 |
|
|
2022
Q4 | $9.47M | Buy |
129,115
+9,548
| +8% | +$700K | 0.06% | 273 |
|
|
2022
Q3 | $6.92M | Sell |
119,567
-713
| -0.6% | -$41.3K | 0.08% | 200 |
|
|
2022
Q2 | $7.52M | Buy |
120,280
+28,275
| +31% | +$1.77M | 0.08% | 203 |
|
|
2022
Q1 | $6.9M | Sell |
92,005
-27,522
| -23% | -$2.06M | 0.11% | 163 |
|
|
2021
Q4 | $9.52M | Buy |
+119,527
| New | +$9.52M | 0.14% | 126 |
|
|
2021
Q2 | – | Sell |
-6,143
| Closed | -$547K | – | 727 |
|
|
2021
Q1 | $547K | Sell |
6,143
-8,600
| -58% | -$766K | 0.01% | 433 |
|
|
2020
Q4 | $1.08M | Buy |
14,743
+8,792
| +148% | +$643K | 0.03% | 296 |
|
|
2020
Q3 | $407K | Hold |
5,951
| – | – | 0.02% | 348 |
|
|
2020
Q2 | $419K | Hold |
5,951
| – | – | 0.02% | 302 |
|
|
2020
Q1 | $346K | Sell |
5,951
-356
| -6% | -$20.7K | 0.02% | 324 |
|
|
2019
Q4 | $469K | Buy |
6,307
+468
| +8% | +$34.8K | 0.02% | 347 |
|
|
2019
Q3 | $451K | Sell |
5,839
-9,419
| -62% | -$728K | 0.03% | 332 |
|
|
2019
Q2 | $1.11M | Sell |
15,258
-468
| -3% | -$34K | 0.07% | 218 |
|
|
2019
Q1 | $1.12M | Sell |
15,726
-540
| -3% | -$38.3K | 0.08% | 219 |
|
|
2018
Q4 | $1.06M | Sell |
16,266
-2,328
| -13% | -$152K | 0.07% | 217 |
|
|
2018
Q3 | $1.21M | Buy |
18,594
+444
| +2% | +$28.9K | 0.08% | 225 |
|
|
2018
Q2 | $1.13M | Sell |
18,150
-125
| -0.7% | -$7.76K | 0.08% | 226 |
|
|
2018
Q1 | $1.22M | Sell |
18,275
-1,027
| -5% | -$68.6K | 0.09% | 205 |
|
|
2017
Q4 | $1.38M | Buy |
19,302
+13,220
| +217% | +$947K | 0.09% | 196 |
|
|
2017
Q3 | $392K | Sell |
6,082
-13,405
| -69% | -$864K | 0.03% | 367 |
|
|
2017
Q2 | $2.02M | Buy |
19,487
+13,545
| +228% | +$1.4M | 0.17% | 117 |
|
|
2017
Q1 | $370K | Buy |
+5,942
| New | +$370K | 0.03% | 297 |
|