Creative Planning’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 | $5.69M | Buy |
|
|||||
|
2025
Q2 | $2.64M | Buy |
|
|||||
|
2025
Q1 | $1.45M | Buy |
|
|||||
|
2024
Q4 | $1.1M | Sell |
|
|||||
|
2024
Q3 | $1.53M | Buy |
|
|||||
|
2024
Q2 | $1.3M | Buy |
|
|||||
|
2024
Q1 | $1.08M | Buy |
|
|||||
|
2023
Q4 | $796K | Buy |
|
|||||
|
2023
Q3 | $437K | Sell |
|
|||||
|
2023
Q2 | $574K | Buy |
|
|||||
|
2023
Q1 | $357K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $205K | Buy |
|
|||||
|
2019
Q1 | $200K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $57K | Buy |
|
|||||
|
2017
Q1 | $19K | Sell |
|
|||||
|
2016
Q4 | $42K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $9K | Sell |
|
|||||
|
2013
Q4 | $31K | Buy |
|