Northwestern Mutual Wealth 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 | $7.23K | Sell |
103
-204
| -66% | -$14.3K | ﹤0.01% | 2895 |
|
|
2025
Q1 | $20.9K | Buy |
307
+159
| +107% | +$10.8K | ﹤0.01% | 2494 |
|
|
2024
Q4 | $11K | Buy |
148
+48
| +48% | +$3.58K | ﹤0.01% | 2706 |
|
|
2024
Q3 | $9.32K | Sell |
100
-29
| -22% | -$2.7K | ﹤0.01% | 2709 |
|
|
2024
Q2 | $11.1K | Buy |
129
+19
| +17% | +$1.63K | ﹤0.01% | 2610 |
|
|
2024
Q1 | $9.23K | Hold |
110
| – | – | ﹤0.01% | 2665 |
|
|
2023
Q4 | $9.22K | Sell |
110
-38
| -26% | -$3.19K | ﹤0.01% | 2666 |
|
|
2023
Q3 | $11.1K | Sell |
148
-11
| -7% | -$822 | ﹤0.01% | 2504 |
|
|
2023
Q2 | $13.4K | Buy |
159
+55
| +53% | +$4.65K | ﹤0.01% | 2455 |
|
|
2023
Q1 | $8.19K | Sell |
104
-6
| -5% | -$472 | ﹤0.01% | 2574 |
|
|
2022
Q4 | $8.07K | Sell |
110
-16
| -13% | -$1.17K | ﹤0.01% | 2575 |
|
|
2022
Q3 | $8K | Sell |
126
-401
| -76% | -$25.5K | ﹤0.01% | 2534 |
|
|
2022
Q2 | $33K | Buy |
527
+28
| +6% | +$1.75K | ﹤0.01% | 2051 |
|
|
2022
Q1 | $37K | Sell |
499
-2,235
| -82% | -$166K | ﹤0.01% | 2075 |
|
|
2021
Q4 | $218K | Buy |
2,734
+2,440
| +830% | +$195K | ﹤0.01% | 1398 |
|
|
2021
Q3 | $24K | Sell |
294
-84
| -22% | -$6.86K | ﹤0.01% | 2162 |
|
|
2021
Q2 | $33K | Buy |
378
+278
| +278% | +$24.3K | ﹤0.01% | 1997 |
|
|
2021
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 2314 |
|
|
2020
Q4 | $7K | Sell |
100
-32
| -24% | -$2.24K | ﹤0.01% | 2297 |
|
|
2020
Q3 | $9K | Buy |
132
+32
| +32% | +$2.18K | ﹤0.01% | 2017 |
|
|
2020
Q2 | $7K | Sell |
100
-4
| -4% | -$280 | ﹤0.01% | 2001 |
|
|
2020
Q1 | $6K | Buy |
104
+4
| +4% | +$231 | ﹤0.01% | 2025 |
|
|
2019
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 1997 |
|
|
2019
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 1977 |
|
|
2019
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 2047 |
|
|
2019
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 2051 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$10K | – | 2549 |
|
|
2018
Q3 | $10K | Hold |
150
| – | – | ﹤0.01% | 1931 |
|
|
2018
Q2 | $9K | Hold |
150
| – | – | ﹤0.01% | 1863 |
|
|
2018
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 1756 |
|
|
2017
Q4 | $11K | Hold |
150
| – | – | ﹤0.01% | 1727 |
|
|
2017
Q3 | $10K | Hold |
150
| – | – | ﹤0.01% | 1662 |
|
|
2017
Q2 | $9K | Sell |
150
-92
| -38% | -$5.52K | ﹤0.01% | 1623 |
|
|
2017
Q1 | $15K | Sell |
242
-542
| -69% | -$33.6K | ﹤0.01% | 1419 |
|
|
2016
Q4 | $44K | Buy |
+784
| New | +$44K | ﹤0.01% | 1070 |
|
|
2016
Q3 | – | Sell |
-735
| Closed | -$40K | – | 1000 |
|
|
2016
Q2 | $40K | Buy |
735
+150
| +26% | +$8.16K | ﹤0.01% | 969 |
|
|
2016
Q1 | $31K | Buy |
+585
| New | +$31K | ﹤0.01% | 1042 |
|
|
2015
Q1 | – | Sell |
-227
| Closed | -$12K | – | 1708 |
|
|
2014
Q4 | $12K | Buy |
227
+219
| +2,738% | +$11.6K | ﹤0.01% | 1019 |
|
|
2014
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1418 |
|
|
2014
Q1 | – | Sell |
-61
| Closed | -$3K | – | 1388 |
|
|
2013
Q4 | $3K | Buy |
61
+9
| +17% | +$443 | ﹤0.01% | 1176 |
|
|
2013
Q3 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 1194 |
|