Edgestream 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 | $3.79M | Buy |
54,039
+35,822
| +197% | +$2.51M | 0.11% | 366 |
|
|
2025
Q1 | $1.24M | Buy |
18,217
+10,609
| +139% | +$723K | 0.04% | 572 |
|
|
2024
Q4 | $568K | Buy |
+7,608
| New | +$568K | 0.02% | 668 |
|
|
2022
Q4 | – | Sell |
-71,164
| Closed | -$4.12M | – | 584 |
|
|
2022
Q3 | $4.12M | Sell |
71,164
-10,279
| -13% | -$595K | 0.32% | 106 |
|
|
2022
Q2 | $5.09M | Buy |
81,443
+58,844
| +260% | +$3.68M | 0.4% | 66 |
|
|
2022
Q1 | $1.69M | Buy |
+22,599
| New | +$1.69M | 0.13% | 250 |
|