Orion Portfolio Solutions’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.5M | Buy |
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|
2022
Q4 | $539K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $8K | Buy |
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