Pathstone Holdings’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
14,340
-4,054
| -22% | -$285K | ﹤0.01% | 1390 |
|
|
2025
Q1 | $1.25M | Sell |
18,394
-3,752
| -17% | -$256K | 0.01% | 1252 |
|
|
2024
Q4 | $1.65M | Sell |
22,146
-2,770
| -11% | -$207K | 0.01% | 1081 |
|
|
2024
Q3 | $2.32M | Sell |
24,916
-1,450
| -5% | -$135K | 0.01% | 892 |
|
|
2024
Q2 | $2.26M | Sell |
26,366
-2,100
| -7% | -$180K | 0.01% | 865 |
|
|
2024
Q1 | $2.39M | Buy |
28,466
+19,855
| +231% | +$1.67M | 0.01% | 828 |
|
|
2023
Q4 | $722K | Buy |
+8,611
| New | +$722K | ﹤0.01% | 1274 |
|