Johnson Investment Counsel’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
30,888
+18
| +0.1% | +$1.26K | 0.02% | 286 |
|
|
2025
Q1 | $2.11M | Buy |
30,870
+1,700
| +6% | +$116K | 0.02% | 282 |
|
|
2024
Q4 | $2.18M | Sell |
29,170
-1,660
| -5% | -$124K | 0.02% | 274 |
|
|
2024
Q3 | $2.87M | Buy |
30,830
+60
| +0.2% | +$5.59K | 0.03% | 228 |
|
|
2024
Q2 | $2.64M | Sell |
30,770
-690
| -2% | -$59.1K | 0.03% | 225 |
|
|
2024
Q1 | $2.64M | Buy |
31,460
+4,635
| +17% | +$389K | 0.03% | 225 |
|
|
2023
Q4 | $2.25M | Hold |
26,825
| – | – | 0.03% | 237 |
|
|
2023
Q3 | $2M | Hold |
26,825
| – | – | 0.03% | 243 |
|
|
2023
Q2 | $2.27M | Hold |
26,825
| – | – | 0.03% | 221 |
|
|
2023
Q1 | $2.11M | Hold |
26,825
| – | – | 0.03% | 232 |
|
|
2022
Q4 | $1.97M | Sell |
26,825
-290
| -1% | -$21.3K | 0.03% | 247 |
|
|
2022
Q3 | $1.57M | Sell |
27,115
-300
| -1% | -$17.4K | 0.02% | 256 |
|
|
2022
Q2 | $1.71M | Hold |
27,415
| – | – | 0.02% | 247 |
|
|
2022
Q1 | $2.06M | Sell |
27,415
-110
| -0.4% | -$8.25K | 0.03% | 236 |
|
|
2021
Q4 | $2.19M | Buy |
27,525
+140
| +0.5% | +$11.2K | 0.03% | 225 |
|
|
2021
Q3 | $2.28M | Buy |
27,385
+6,585
| +32% | +$548K | 0.03% | 210 |
|
|
2021
Q2 | $1.83M | Hold |
20,800
| – | – | 0.03% | 233 |
|
|
2021
Q1 | $1.85M | Buy |
+20,800
| New | +$1.85M | 0.03% | 226 |
|