Petrus Trust Company’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Sell |
5,128
-1,691
| -25% | -$119K | 0.04% | 238 |
|
|
2025
Q1 | $465K | Sell |
6,819
-3,863
| -36% | -$263K | 0.04% | 229 |
|
|
2024
Q4 | $797K | Buy |
10,682
+3,598
| +51% | +$269K | 0.08% | 70 |
|
|
2024
Q3 | $660K | Buy |
7,084
+185
| +3% | +$17.2K | 0.06% | 121 |
|
|
2024
Q2 | $591K | Sell |
6,899
-1,793
| -21% | -$154K | 0.06% | 169 |
|
|
2024
Q1 | $729K | Buy |
+8,692
| New | +$729K | 0.07% | 87 |
|