JFS Wealth Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.5K | Buy |
456
+1
| +0.2% | +$62 | ﹤0.01% | 718 |
|
|
2026
Q1 | $29.2K | Buy |
455
+2
| +0.4% | +$162 | ﹤0.01% | 640 |
|
|
2025
Q4 | $39.1K | Buy |
453
+18
| +4% | +$1.54K | ﹤0.01% | 587 |
|
|
2025
Q3 | $39.7K | Buy |
435
+1
| +0.2% | +$81 | ﹤0.01% | 554 |
|
|
2025
Q2 | $30.4K | Sell |
434
-21
| -5% | -$1.48K | ﹤0.01% | 564 |
|
|
2025
Q1 | $31K | Buy |
455
+4
| +0.9% | +$285 | ﹤0.01% | 562 |
|
|
2024
Q4 | $33.7K | Buy |
451
+2
| +0.4% | +$163 | ﹤0.01% | 533 |
|
|
2024
Q3 | $41.9K | Buy |
449
+2
| +0.4% | +$179 | ﹤0.01% | 499 |
|
|
2024
Q2 | $38.3K | Buy |
447
+1
| +0.2% | +$84 | ﹤0.01% | 464 |
|
|
2024
Q1 | $37.4K | Buy |
446
+2
| +0.5% | +$165 | ﹤0.01% | 490 |
|
|
2023
Q4 | $37.2K | Sell |
444
-5
| -1% | -$399 | ﹤0.01% | 460 |
|
|
2023
Q3 | $33.5K | Buy |
449
+1
| +0.2% | +$81 | ﹤0.01% | 428 |
|
|
2023
Q2 | $37.9K | Buy |
448
+1
| +0.2% | +$82 | ﹤0.01% | 407 |
|
|
2023
Q1 | $35.2K | Buy |
447
+6
| +1% | +$462 | ﹤0.01% | 420 |
|
|
2022
Q4 | $32.3K | Hold |
441
| – | – | ﹤0.01% | 434 |
|
|
2022
Q3 | $26K | Buy |
441
+35
| +9% | +$2.18K | ﹤0.01% | 512 |
|
|
2022
Q2 | $25K | Sell |
406
-21
| -5% | -$1.42K | ﹤0.01% | 544 |
|
|
2022
Q1 | $32K | Buy |
427
+21
| +5% | +$1.61K | ﹤0.01% | 513 |
|
|
2021
Q4 | $32K | Buy |
406
+15
| +4% | +$1.23K | ﹤0.01% | 497 |
|
|
2021
Q3 | $32K | Buy |
391
+2
| +0.5% | +$171 | ﹤0.01% | 474 |
|
|
2021
Q2 | $34K | Buy |
389
+1
| +0.3% | +$92 | 0.01% | 314 |
|
|
2021
Q1 | $35K | Buy |
388
+1
| +0.3% | +$82 | 0.01% | 283 |
|
|
2020
Q4 | $28K | Buy |
387
+2
| +0.5% | +$142 | 0.01% | 295 |
|
|
2020
Q3 | $26K | Buy |
385
+1
| +0.3% | +$74 | 0.01% | 298 |
|
|
2020
Q2 | $27K | Buy |
384
+2
| +0.5% | +$134 | 0.01% | 277 |
|
|
2020
Q1 | $22K | Buy |
382
+1
| +0.3% | +$68 | 0.01% | 266 |
|
|
2019
Q4 | $28K | Buy |
381
+2
| +0.5% | +$150 | 0.01% | 278 |
|
|
2019
Q3 | $29K | Sell |
379
-99
| -21% | -$7.52K | 0.01% | 273 |
|
|
2019
Q2 | $35K | Buy |
478
+1
| +0.2% | +$73 | 0.01% | 263 |
|
|
2019
Q1 | $34K | Buy |
477
+2
| +0.4% | +$140 | 0.01% | 250 |
|
|
2018
Q4 | $31K | Buy |
475
+2
| +0.4% | +$132 | 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% | -$13.5K | 0.01% | 286 |
|
|
2017
Q3 | $43K | Buy |
672
+1
| +0.1% | +$61 | 0.01% | 254 |
|
|
2017
Q2 | $42K | Buy |
671
+1
| +0.1% | +$62 | 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% | -$11.6K | 0.01% | 266 |
|
|
2016
Q2 | $48K | Hold |
869
| – | – | 0.01% | 262 |
|
|
2016
Q1 | $46K | Buy |
869
+1
| +0.1% | +$51 | 0.01% | 242 |
|
|
2015
Q4 | $49K | Buy |
+868
| New | +$52.3K | 0.01% | 254 |
|
Other funds holding MMS
RP
YIH
CCG
TPI
GI
VCM
AFC
MPWT