Creative Planning’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
37,582
+16,363
| +77% | +$1.15M | ﹤0.01% | 1117 |
|
|
2025
Q1 | $1.45M | Buy |
21,219
+6,417
| +43% | +$438K | ﹤0.01% | 1417 |
|
|
2024
Q4 | $1.1M | Sell |
14,802
-1,584
| -10% | -$118K | ﹤0.01% | 1569 |
|
|
2024
Q3 | $1.53M | Buy |
16,386
+1,181
| +8% | +$110K | ﹤0.01% | 1227 |
|
|
2024
Q2 | $1.3M | Buy |
15,205
+2,292
| +18% | +$196K | ﹤0.01% | 1229 |
|
|
2024
Q1 | $1.08M | Buy |
12,913
+3,415
| +36% | +$287K | ﹤0.01% | 1282 |
|
|
2023
Q4 | $796K | Buy |
9,498
+3,652
| +62% | +$306K | ﹤0.01% | 1367 |
|
|
2023
Q3 | $437K | Sell |
5,846
-948
| -14% | -$70.8K | ﹤0.01% | 1648 |
|
|
2023
Q2 | $574K | Buy |
6,794
+2,253
| +50% | +$190K | ﹤0.01% | 1458 |
|
|
2023
Q1 | $357K | Buy |
+4,541
| New | +$357K | ﹤0.01% | 1681 |
|
|
2019
Q3 | – | Sell |
-2,824
| Closed | -$205K | – | 1914 |
|
|
2019
Q2 | $205K | Buy |
2,824
+6
| +0.2% | +$436 | ﹤0.01% | 1600 |
|
|
2019
Q1 | $200K | Buy |
+2,818
| New | +$200K | ﹤0.01% | 1573 |
|
|
2017
Q3 | – | Sell |
-913
| Closed | -$57K | – | 2910 |
|
|
2017
Q2 | $57K | Buy |
913
+600
| +192% | +$37.5K | ﹤0.01% | 2407 |
|
|
2017
Q1 | $19K | Sell |
313
-436
| -58% | -$26.5K | ﹤0.01% | 3131 |
|
|
2016
Q4 | $42K | Buy |
+749
| New | +$42K | ﹤0.01% | 2512 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$9K | – | 3754 |
|
|
2014
Q1 | $9K | Sell |
200
-500
| -71% | -$22.5K | ﹤0.01% | 2755 |
|
|
2013
Q4 | $31K | Buy |
+700
| New | +$31K | ﹤0.01% | 1929 |
|