Mercer Global Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
40,257
+2,110
| +6% | +$148K | 0.01% | 726 |
|
|
2025
Q1 | $2.6M | Buy |
38,147
+1,013
| +3% | +$69.1K | 0.01% | 750 |
|
|
2024
Q4 | $2.77M | Sell |
37,134
-201
| -0.5% | -$15K | 0.01% | 726 |
|
|
2024
Q3 | $3.46M | Buy |
37,335
+1,215
| +3% | +$113K | 0.01% | 597 |
|
|
2024
Q2 | $3.1M | Sell |
36,120
-1,347
| -4% | -$115K | 0.01% | 583 |
|
|
2024
Q1 | $3.14M | Sell |
37,467
-75
| -0.2% | -$6.29K | 0.01% | 594 |
|
|
2023
Q4 | $3.15M | Sell |
37,542
-315
| -0.8% | -$26.4K | 0.01% | 597 |
|
|
2023
Q3 | $2.83M | Buy |
+37,857
| New | +$2.83M | 0.01% | 595 |
|
|
2023
Q2 | – | Sell |
-3,620
| Closed | -$285K | – | 1997 |
|
|
2023
Q1 | $285K | Sell |
3,620
-1,085
| -23% | -$85.4K | ﹤0.01% | 1545 |
|
|
2022
Q4 | $345K | Sell |
4,705
-1,084
| -19% | -$79.5K | ﹤0.01% | 1426 |
|
|
2022
Q3 | $335K | Buy |
5,789
+1,672
| +41% | +$96.8K | ﹤0.01% | 1344 |
|
|
2022
Q2 | $257K | Sell |
4,117
-12,311
| -75% | -$769K | ﹤0.01% | 1495 |
|
|
2022
Q1 | $1.23M | Buy |
16,428
+1,845
| +13% | +$138K | 0.01% | 811 |
|
|
2021
Q4 | $1.16M | Sell |
14,583
-1,807
| -11% | -$144K | 0.01% | 819 |
|
|
2021
Q3 | $1.36M | Buy |
16,390
+1,663
| +11% | +$138K | 0.01% | 754 |
|
|
2021
Q2 | $1.3M | Buy |
14,727
+2,159
| +17% | +$190K | 0.01% | 733 |
|
|
2021
Q1 | $1.12M | Buy |
12,568
+824
| +7% | +$73.4K | 0.01% | 744 |
|
|
2020
Q4 | $860K | Buy |
11,744
+2,566
| +28% | +$188K | 0.01% | 658 |
|
|
2020
Q3 | $628K | Buy |
9,178
+3,400
| +59% | +$233K | 0.01% | 700 |
|
|
2020
Q2 | $407K | Buy |
5,778
+212
| +4% | +$14.9K | 0.01% | 750 |
|
|
2020
Q1 | $324K | Sell |
5,566
-604
| -10% | -$35.2K | 0.01% | 780 |
|
|
2019
Q4 | $459K | Sell |
6,170
-1,087
| -15% | -$80.9K | 0.01% | 761 |
|
|
2019
Q3 | $560K | Sell |
7,257
-271
| -4% | -$20.9K | 0.01% | 654 |
|
|
2019
Q2 | $546K | Buy |
7,528
+473
| +7% | +$34.3K | 0.01% | 646 |
|
|
2019
Q1 | $501K | Buy |
+7,055
| New | +$501K | 0.02% | 628 |
|