Liberty Capital Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $601K | Hold |
8,556
| – | – | 0.12% | 105 |
|
2025
Q1 | $583K | Hold |
8,556
| – | – | 0.13% | 103 |
|
2024
Q4 | $639K | Hold |
8,556
| – | – | 0.14% | 98 |
|
2024
Q3 | $797K | Sell |
8,556
-300
| -3% | -$27.9K | 0.18% | 90 |
|
2024
Q2 | $759K | Hold |
8,856
| – | – | 0.18% | 91 |
|
2024
Q1 | $743K | Hold |
8,856
| – | – | 0.18% | 91 |
|
2023
Q4 | $743K | Hold |
8,856
| – | – | 0.19% | 90 |
|
2023
Q3 | $661K | Hold |
8,856
| – | – | 0.2% | 89 |
|
2023
Q2 | $748K | Hold |
8,856
| – | – | 0.22% | 87 |
|
2023
Q1 | $697K | Hold |
8,856
| – | – | 0.23% | 86 |
|
2022
Q4 | $649K | Sell |
8,856
-225
| -2% | -$16.5K | 0.23% | 86 |
|
2022
Q3 | $526K | Hold |
9,081
| – | – | 0.2% | 89 |
|
2022
Q2 | $568K | Sell |
9,081
-9,646
| -52% | -$603K | 0.2% | 87 |
|
2022
Q1 | $1.4M | Sell |
18,727
-70
| -0.4% | -$5.25K | 0.41% | 63 |
|
2021
Q4 | $1.5M | Sell |
18,797
-2,334
| -11% | -$186K | 0.4% | 60 |
|
2021
Q3 | $1.76M | Buy |
21,131
+2,052
| +11% | +$171K | 0.52% | 54 |
|
2021
Q2 | $1.68M | Sell |
19,079
-444
| -2% | -$39.1K | 0.51% | 54 |
|
2021
Q1 | $1.74M | Buy |
19,523
+1,183
| +6% | +$105K | 0.6% | 49 |
|
2020
Q4 | $1.34M | Buy |
+18,340
| New | +$1.34M | 0.49% | 57 |
|
2020
Q2 | $1.18M | Buy |
16,777
+528
| +3% | +$37.2K | 0.51% | 54 |
|
2020
Q1 | $946K | Buy |
16,249
+600
| +4% | +$34.9K | 0.49% | 53 |
|
2019
Q4 | $1.16M | Buy |
15,649
+18
| +0.1% | +$1.34K | 0.48% | 59 |
|
2019
Q3 | $1.21M | Buy |
15,631
+74
| +0.5% | +$5.72K | 0.53% | 56 |
|
2019
Q2 | $1.13M | Buy |
15,557
+877
| +6% | +$63.6K | 0.51% | 55 |
|
2019
Q1 | $1.04M | Buy |
14,680
+397
| +3% | +$28.2K | 0.53% | 53 |
|
2018
Q4 | $930K | Buy |
14,283
+4,698
| +49% | +$306K | 0.57% | 51 |
|
2018
Q3 | $624K | Buy |
9,585
+750
| +8% | +$48.8K | 0.33% | 64 |
|
2018
Q2 | $549K | Buy |
8,835
+97
| +1% | +$6.03K | 0.32% | 68 |
|
2018
Q1 | $583K | Sell |
8,738
-157
| -2% | -$10.5K | 0.35% | 69 |
|
2017
Q4 | $639K | Buy |
8,895
+121
| +1% | +$8.69K | 0.34% | 69 |
|
2017
Q3 | $582K | Hold |
8,774
| – | – | 0.32% | 72 |
|
2017
Q2 | $544K | Hold |
8,774
| – | – | 0.33% | 63 |
|
2017
Q1 | $546K | Hold |
8,774
| – | – | 0.33% | 74 |
|
2016
Q4 | $502K | Hold |
8,774
| – | – | 0.33% | 72 |
|
2016
Q3 | $480K | Buy |
8,774
+2,150
| +32% | +$118K | 0.31% | 71 |
|
2016
Q2 | $367K | Buy |
+6,624
| New | +$367K | 0.25% | 86 |
|