Envestnet Asset Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
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|
2025
Q1 | $1.8M | Buy |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $6.87M | Buy |
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|
2024
Q2 | $6.28M | Buy |
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|
2024
Q1 | $6.06M | Sell |
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|
2023
Q4 | $7.65M | Sell |
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|
2023
Q3 | $7.9M | Buy |
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|
2023
Q2 | $4.54M | Buy |
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|
2023
Q1 | $4.11M | Buy |
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|
2022
Q4 | $3.02M | Buy |
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|
2022
Q3 | $2.29M | Sell |
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|
2022
Q2 | $2.71M | Sell |
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|
2022
Q1 | $6.37M | Sell |
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|
2021
Q4 | $10.6M | Sell |
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|
2021
Q3 | $11.4M | Buy |
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|
2021
Q2 | $10.1M | Buy |
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|
2021
Q1 | $7.71M | Buy |
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|
2020
Q4 | $5.67M | Buy |
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|
2020
Q3 | $4.97M | Buy |
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|
2020
Q2 | $4.42M | Buy |
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|
2020
Q1 | $1.85M | Buy |
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|
2019
Q4 | $1.4M | Buy |
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|
2019
Q3 | $1.43M | Buy |
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|
2019
Q2 | $1.16M | Buy |
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|
2019
Q1 | $1.14M | Buy |
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|
2018
Q4 | $949K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $894K | Sell |
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|
2018
Q1 | $973K | Sell |
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|
2017
Q4 | $2.08M | Sell |
|
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|
2017
Q3 | $1.96M | Sell |
|
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|
2017
Q2 | $2.16M | Buy |
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|
2017
Q1 | $2.13M | Sell |
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|
2016
Q4 | $2.03M | Sell |
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|
2016
Q3 | $2.08M | Sell |
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|
2016
Q2 | $3.06M | Sell |
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|
2016
Q1 | $2.91M | Buy |
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|
2015
Q4 | $3.01M | Buy |
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|
2015
Q3 | $3.12M | Sell |
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|
2015
Q2 | $3.59M | Sell |
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|
2015
Q1 | $4.39M | Buy |
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|
2014
Q4 | $17K | Sell |
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|
2014
Q3 | $15K | Sell |
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|
2014
Q2 | $27K | Buy |
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|
2014
Q1 | $14K | Sell |
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|
2013
Q4 | $16K | Buy |
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|
2013
Q3 | $13K | Buy |
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|
2013
Q2 | $9K | Buy |
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