Larson Financial Group’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Buy |
1,642
+109
| +7% | +$7.65K | ﹤0.01% | 801 |
|
|
2025
Q1 | $105K | Sell |
1,533
-611
| -28% | -$41.7K | 0.01% | 779 |
|
|
2024
Q4 | $160K | Buy |
2,144
+569
| +36% | +$42.5K | 0.01% | 621 |
|
|
2024
Q3 | $147K | Hold |
1,575
| – | – | 0.01% | 637 |
|
|
2024
Q2 | $135K | Hold |
1,575
| – | – | 0.01% | 571 |
|
|
2024
Q1 | $132K | Sell |
1,575
-214
| -12% | -$18K | 0.01% | 491 |
|
|
2023
Q4 | $150K | Hold |
1,789
| – | – | 0.01% | 411 |
|
|
2023
Q3 | $134K | Hold |
1,789
| – | – | 0.01% | 400 |
|
|
2023
Q2 | $151K | Hold |
1,789
| – | – | 0.02% | 362 |
|
|
2023
Q1 | $141K | Hold |
1,789
| – | – | 0.02% | 370 |
|
|
2022
Q4 | $131K | Hold |
1,789
| – | – | 0.02% | 364 |
|
|
2022
Q3 | $104K | Buy |
1,789
+153
| +9% | +$8.89K | 0.01% | 356 |
|
|
2022
Q2 | $102K | Buy |
1,636
+168
| +11% | +$10.5K | 0.02% | 256 |
|
|
2022
Q1 | $110K | Hold |
1,468
| – | – | 0.02% | 264 |
|
|
2021
Q4 | $117K | Hold |
1,468
| – | – | 0.02% | 252 |
|
|
2021
Q3 | $122K | Hold |
1,468
| – | – | 0.02% | 191 |
|
|
2021
Q2 | $129K | Hold |
1,468
| – | – | 0.03% | 163 |
|
|
2021
Q1 | $131K | Hold |
1,468
| – | – | 0.04% | 141 |
|
|
2020
Q4 | $107K | Hold |
1,468
| – | – | 0.04% | 134 |
|
|
2020
Q3 | $100K | Hold |
1,468
| – | – | 0.04% | 129 |
|
|
2020
Q2 | $103K | Hold |
1,468
| – | – | 0.05% | 131 |
|
|
2020
Q1 | $85K | Hold |
1,468
| – | – | 0.05% | 118 |
|
|
2019
Q4 | $109K | Buy |
+1,468
| New | +$109K | 0.06% | 101 |
|