McLean Asset Management’s Maximus MMS Stock Holding History

McLean Asset Management’s Portfolio MMS Stock Details MMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$223K	Buy
2024 Q4	–	Sell
2024 Q3	$236K	Buy
2024 Q2	$220K	Sell
2024 Q1	$239K	Buy