Jones Financial Companies’s Maximus MMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.1K Buy
173
+9
+5% +$630 ﹤0.01% 2801
2025
Q1
$11.2K Buy
164
+85
+108% +$5.8K ﹤0.01% 2660
2024
Q4
$5.9K Sell
79
-22
-22% -$1.64K ﹤0.01% 2706
2024
Q3
$9.36K Buy
+101
New +$9.36K ﹤0.01% 2233