Global Retirement Partners’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $39.9K | Buy |
462
+83
| +22% | +$7.09K | ﹤0.01% | 2483 |
|
|
2025
Q3 | $34.6K | Buy |
379
+112
| +42% | +$9.07K | ﹤0.01% | 2100 |
|
|
2025
Q2 | $18.7K | Buy |
+267
| New | +$18.8K | ﹤0.01% | 2324 |
|
|
2024
Q4 | – | Sell |
-1,188
| Closed | -$111K | – | 3737 |
|
|
2024
Q3 | $111K | Sell |
1,188
-8
| -0.7% | -$715 | ﹤0.01% | 1195 |
|
|
2024
Q2 | $103K | Buy |
1,196
+139
| +13% | +$11.7K | ﹤0.01% | 1184 |
|
|
2024
Q1 | $88.7K | Buy |
1,057
+19
| +2% | +$1.56K | ﹤0.01% | 1138 |
|
|
2023
Q4 | $83.9K | Sell |
1,038
-3
| -0.3% | -$239 | ﹤0.01% | 1136 |
|
|
2023
Q3 | $76.3K | Sell |
1,041
-24
| -2% | -$1.95K | ﹤0.01% | 1047 |
|
|
2023
Q2 | $90K | Hold |
1,065
| – | – | ﹤0.01% | 995 |
|
|
2023
Q1 | $87.6K | Buy |
1,065
+78
| +8% | +$6.01K | ﹤0.01% | 977 |
|
|
2022
Q4 | $72.4K | Sell |
987
-11
| -1% | -$710 | 0.01% | 939 |
|
|
2022
Q3 | $62K | Buy |
998
+32
| +3% | +$2K | ﹤0.01% | 933 |
|
|
2022
Q2 | $60K | Buy |
966
+25
| +3% | +$1.69K | ﹤0.01% | 928 |
|
|
2022
Q1 | $61K | Buy |
+941
| New | +$72K | ﹤0.01% | 916 |
|
|
2021
Q4 | – | Sell |
-602
| Closed | -$50K | – | 1199 |
|
|
2021
Q3 | $50K | Buy |
602
+108
| +22% | +$9.25K | ﹤0.01% | 854 |
|
|
2021
Q2 | $43K | Buy |
494
+32
| +7% | +$2.93K | ﹤0.01% | 920 |
|
|
2021
Q1 | $41K | Buy |
462
+38
| +9% | +$3.11K | ﹤0.01% | 856 |
|
|
2020
Q4 | $31K | Buy |
424
+1
| +0.2% | +$71 | ﹤0.01% | 886 |
|
|
2020
Q3 | $29K | Buy |
+423
| New | +$31.1K | ﹤0.01% | 797 |
|
|
2019
Q3 | – | Sell |
-58
| Closed | -$4K | – | 1657 |
|
|
2019
Q2 | $4K | Sell |
58
-34
| -37% | -$2.47K | ﹤0.01% | 1335 |
|
|
2019
Q1 | $7K | Sell |
92
-307
| -77% | -$21.5K | ﹤0.01% | 1156 |
|
|
2018
Q4 | $26K | Sell |
399
-11,902
| -97% | -$783K | 0.01% | 669 |
|
|
2018
Q3 | $800K | Buy |
12,301
+1,940
| +19% | +$126K | 0.18% | 112 |
|
|
2018
Q2 | $644K | Buy |
10,361
+2,443
| +31% | +$158K | 0.16% | 126 |
|
|
2018
Q1 | $528K | Buy |
7,918
+1,633
| +26% | +$111K | 0.15% | 153 |
|
|
2017
Q4 | $450K | Buy |
6,285
+2,161
| +52% | +$146K | 0.12% | 159 |
|
|
2017
Q3 | $266K | Buy |
4,124
+3,929
| +2,015% | +$241K | 0.11% | 185 |
|
|
2017
Q2 | $12K | Hold |
195
| – | – | 0.01% | 734 |
|
|
2017
Q1 | $12K | Hold |
195
| – | – | 0.01% | 694 |
|
|
2016
Q4 | $11K | Buy |
+195
| New | +$10.6K | 0.01% | 666 |
|
Other funds holding MMS
VBA
