O'Shaughnessy Asset Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $970K | Buy |
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|
2025
Q2 | $628K | Buy |
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|
2025
Q1 | $304K | Buy |
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $490K | Buy |
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|
2024
Q2 | $389K | Buy |
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|
2024
Q1 | $339K | Sell |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $395K | Buy |
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|
2023
Q2 | $410K | Buy |
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|
2023
Q1 | $204K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $122K | Sell |
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|
2021
Q2 | $140K | Buy |
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|
2021
Q1 | $137K | Sell |
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|
2020
Q4 | $178K | Sell |
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|
2020
Q3 | $263K | Buy |
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|
2020
Q2 | $72K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $85K | Sell |
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|
2019
Q3 | $282K | Buy |
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|
2019
Q2 | $264K | Buy |
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|
2019
Q1 | $253K | Buy |
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|
2018
Q4 | $21K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $131K | Sell |
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|
2015
Q4 | $286K | Sell |
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|
2015
Q3 | $676K | Sell |
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|
2015
Q2 | $766K | Buy |
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|
2015
Q1 | $286K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $580K | Sell |
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|
2013
Q2 | $955K | Buy |
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