JFS Wealth Advisors’s Maximus MMS Stock Holding History

JFS Wealth Advisors’s Portfolio MMS Stock Details MMS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$30.4K	Sell	434 -21	-5%	-$1.47K	﹤0.01%	564
2025 Q1	$31K	Buy	455 +4	+0.9%	+$273	﹤0.01%	562
2024 Q4	$33.7K	Buy	451 +2	+0.4%	+$149	﹤0.01%	533
2024 Q3	$41.9K	Buy	449 +2	+0.4%	+$186	﹤0.01%	499
2024 Q2	$38.3K	Buy	447 +1	+0.2%	+$86	﹤0.01%	464
2024 Q1	$37.4K	Buy	446 +2	+0.5%	+$168	﹤0.01%	490
2023 Q4	$37.2K	Sell	444 -5	-1%	-$419	﹤0.01%	460
2023 Q3	$33.5K	Buy	449 +1	+0.2%	+$75	﹤0.01%	428
2023 Q2	$37.9K	Buy	448 +1	+0.2%	+$85	﹤0.01%	407
2023 Q1	$35.2K	Buy	447 +6	+1%	+$472	﹤0.01%	420
2022 Q4	$32.3K	Hold	441	–	–	﹤0.01%	434
2022 Q3	$26K	Buy	441 +35	+9%	+$2.06K	﹤0.01%	512
2022 Q2	$25K	Sell	406 -21	-5%	-$1.29K	﹤0.01%	544
2022 Q1	$32K	Buy	427 +21	+5%	+$1.57K	﹤0.01%	513
2021 Q4	$32K	Buy	406 +15	+4%	+$1.18K	﹤0.01%	497
2021 Q3	$32K	Buy	391 +2	+0.5%	+$164	﹤0.01%	474
2021 Q2	$34K	Buy	389 +1	+0.3%	+$87	0.01%	314
2021 Q1	$35K	Buy	388 +1	+0.3%	+$90	0.01%	283
2020 Q4	$28K	Buy	387 +2	+0.5%	+$145	0.01%	294
2020 Q3	$26K	Buy	385 +1	+0.3%	+$68	0.01%	298
2020 Q2	$27K	Buy	384 +2	+0.5%	+$141	0.01%	277
2020 Q1	$22K	Buy	382 +1	+0.3%	+$58	0.01%	266
2019 Q4	$28K	Buy	381 +2	+0.5%	+$147	0.01%	278
2019 Q3	$29K	Sell	379 -99	-21%	-$7.58K	0.01%	273
2019 Q2	$35K	Buy	478 +1	+0.2%	+$73	0.01%	263
2019 Q1	$34K	Buy	477 +2	+0.4%	+$143	0.01%	250
2018 Q4	$31K	Buy	475 +2	+0.4%	+$131	0.01%	255
2018 Q3	$31K	Hold	473	–	–	0.01%	280
2018 Q2	$29K	Hold	473	–	–	0.01%	281
2018 Q1	$32K	Buy	473 +1	+0.2%	+$68	0.01%	276
2017 Q4	$34K	Sell	472 -200	-30%	-$14.4K	0.01%	286
2017 Q3	$43K	Buy	672 +1	+0.1%	+$64	0.01%	254
2017 Q2	$42K	Buy	671 +1	+0.1%	+$63	0.01%	234
2017 Q1	$37K	Hold	670	–	–	0.01%	252
2016 Q4	$37K	Hold	670	–	–	0.01%	252
2016 Q3	$38K	Sell	670 -199	-23%	-$11.3K	0.01%	266
2016 Q2	$48K	Hold	869	–	–	0.01%	262
2016 Q1	$46K	Buy	869 +1	+0.1%	+$53	0.01%	242
2015 Q4	$49K	Buy	+868	New	+$49K	0.01%	254