Physician Wealth Advisors’s Maximus MMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$773 Buy
+11
New +$773 ﹤0.01% 1569
2025
Q1
Sell
-9
Closed -$672 1492
2024
Q4
$672 Buy
+9
New +$672 ﹤0.01% 1058