HighTower Advisors’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
5,143
-817
| -14% | -$57.3K | ﹤0.01% | 2762 |
|
|
2025
Q1 | $406K | Buy |
5,960
+2,261
| +61% | +$154K | ﹤0.01% | 2617 |
|
|
2024
Q4 | $276K | Buy |
3,699
+81
| +2% | +$6.05K | ﹤0.01% | 2930 |
|
|
2024
Q3 | $337K | Sell |
3,618
-9,082
| -72% | -$846K | ﹤0.01% | 2735 |
|
|
2024
Q2 | $1.09M | Buy |
12,700
+122
| +1% | +$10.5K | ﹤0.01% | 1793 |
|
|
2024
Q1 | $1.07M | Sell |
12,578
-2,209
| -15% | -$187K | ﹤0.01% | 1767 |
|
|
2023
Q4 | $1.25M | Buy |
14,787
+222
| +2% | +$18.8K | ﹤0.01% | 1720 |
|
|
2023
Q3 | $1.09M | Sell |
14,565
-194
| -1% | -$14.5K | ﹤0.01% | 1717 |
|
|
2023
Q2 | $1.26M | Buy |
14,759
+2,224
| +18% | +$190K | ﹤0.01% | 1620 |
|
|
2023
Q1 | $993K | Sell |
12,535
-514
| -4% | -$40.7K | ﹤0.01% | 1670 |
|
|
2022
Q4 | $966K | Buy |
+13,049
| New | +$966K | ﹤0.01% | 1687 |
|
|
2018
Q1 | – | Sell |
-8,454
| Closed | -$610K | – | 2123 |
|
|
2017
Q4 | $610K | Sell |
8,454
-5,693
| -40% | -$411K | 0.01% | 1348 |
|
|
2017
Q3 | $912K | Buy |
14,147
+5,843
| +70% | +$377K | 0.01% | 1133 |
|
|
2017
Q2 | $518K | Buy |
8,304
+1,425
| +21% | +$88.9K | ﹤0.01% | 1338 |
|
|
2017
Q1 | $426K | Buy |
6,879
+1,788
| +35% | +$111K | ﹤0.01% | 1404 |
|
|
2016
Q4 | $283K | Sell |
5,091
-751
| -13% | -$41.7K | ﹤0.01% | 1500 |
|
|
2016
Q3 | $327K | Buy |
+5,842
| New | +$327K | ﹤0.01% | 1415 |
|
|
2016
Q2 | – | Sell |
-36,638
| Closed | -$1.92M | – | 1856 |
|
|
2016
Q1 | $1.92M | Buy |
36,638
+2,158
| +6% | +$113K | 0.01% | 692 |
|
|
2015
Q4 | $1.94M | Buy |
34,480
+16,659
| +93% | +$935K | 0.02% | 655 |
|
|
2015
Q3 | $1.06M | Buy |
17,821
+773
| +5% | +$46K | 0.01% | 851 |
|
|
2015
Q2 | $1.12M | Buy |
+17,048
| New | +$1.12M | 0.02% | 721 |
|
|
2014
Q3 | – | Sell |
-20,450
| Closed | -$880K | – | 1589 |
|
|
2014
Q2 | $880K | Buy |
+20,450
| New | +$880K | 0.02% | 857 |
|