Cornerstone Planning Group’s Maximus MMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76 Hold
1
﹤0.01% 1495
2025
Q1
$68 Hold
1
﹤0.01% 1515
2024
Q4
$78 Hold
1
﹤0.01% 1360
2024
Q3
$87 Hold
1
﹤0.01% 1260
2024
Q2
$88 Hold
1
﹤0.01% 1204
2024
Q1
$83 Hold
1
﹤0.01% 1046
2023
Q4
$84 Hold
1
﹤0.01% 907
2023
Q3
$75 Buy
+1
New +$75 ﹤0.01% 1117