HM Payson & Co’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50
| Closed | -$4.19K | – | 987 |
|
|
2023
Q4 | $4.19K | Sell |
50
-130
| -72% | -$10.9K | ﹤0.01% | 875 |
|
|
2023
Q3 | $13.4K | Sell |
180
-168
| -48% | -$12.5K | ﹤0.01% | 787 |
|
|
2023
Q2 | $29.4K | Sell |
348
-1,900
| -85% | -$161K | ﹤0.01% | 668 |
|
|
2023
Q1 | $177K | Sell |
2,248
-1,875
| -45% | -$148K | ﹤0.01% | 390 |
|
|
2022
Q4 | $302K | Sell |
4,123
-933
| -18% | -$68.4K | 0.01% | 312 |
|
|
2022
Q3 | $293K | Sell |
5,056
-369
| -7% | -$21.4K | 0.01% | 309 |
|
|
2022
Q2 | $339K | Sell |
5,425
-2,100
| -28% | -$131K | 0.01% | 298 |
|
|
2022
Q1 | $564K | Hold |
7,525
| – | – | 0.01% | 258 |
|
|
2021
Q4 | $600K | Hold |
7,525
| – | – | 0.01% | 263 |
|
|
2021
Q3 | $626K | Buy |
7,525
+900
| +14% | +$74.9K | 0.02% | 255 |
|
|
2021
Q2 | $583K | Hold |
6,625
| – | – | 0.01% | 257 |
|
|
2021
Q1 | $590K | Buy |
6,625
+500
| +8% | +$44.5K | 0.02% | 256 |
|
|
2020
Q4 | $448K | Buy |
+6,125
| New | +$448K | 0.01% | 277 |
|