JLB & Associates’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
6,609
-534
| -7% | -$37.5K | 0.06% | 69 |
|
|
2025
Q1 | $487K | Sell |
7,143
-235
| -3% | -$16K | 0.07% | 70 |
|
|
2024
Q4 | $551K | Sell |
7,378
-588
| -7% | -$43.9K | 0.07% | 71 |
|
|
2024
Q3 | $742K | Hold |
7,966
| – | – | 0.1% | 69 |
|
|
2024
Q2 | $683K | Sell |
7,966
-12
| -0.2% | -$1.03K | 0.09% | 73 |
|
|
2024
Q1 | $669K | Buy |
7,978
+1,808
| +29% | +$152K | 0.09% | 71 |
|
|
2023
Q4 | $517K | Hold |
6,170
| – | – | 0.07% | 71 |
|
|
2023
Q3 | $461K | Buy |
6,170
+601
| +11% | +$44.9K | 0.07% | 69 |
|
|
2023
Q2 | $471K | Sell |
5,569
-167
| -3% | -$14.1K | 0.07% | 72 |
|
|
2023
Q1 | $451K | Hold |
5,736
| – | – | 0.07% | 70 |
|
|
2022
Q4 | $420K | Sell |
5,736
-47
| -0.8% | -$3.44K | 0.07% | 69 |
|
|
2022
Q3 | $334K | Buy |
5,783
+165
| +3% | +$9.53K | 0.06% | 69 |
|
|
2022
Q2 | $351K | Sell |
5,618
-351
| -6% | -$21.9K | 0.06% | 69 |
|
|
2022
Q1 | $447K | Buy |
5,969
+430
| +8% | +$32.2K | 0.07% | 70 |
|
|
2021
Q4 | $441K | Buy |
5,539
+406
| +8% | +$32.3K | 0.06% | 72 |
|
|
2021
Q3 | $427K | Buy |
5,133
+1,147
| +29% | +$95.4K | 0.07% | 70 |
|
|
2021
Q2 | $350K | Buy |
3,986
+1,332
| +50% | +$117K | 0.05% | 70 |
|
|
2021
Q1 | $236K | Buy |
+2,654
| New | +$236K | 0.04% | 71 |
|