Prelude Capital Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $322K | Buy |
4,590
+1,545
| +51% | +$108K | 0.03% | 587 |
|
2025
Q1 | $208K | Buy |
+3,045
| New | +$208K | 0.02% | 837 |
|
2024
Q3 | – | Sell |
-6,697
| Closed | -$574K | – | 1348 |
|
2024
Q2 | $574K | Sell |
6,697
-11,948
| -64% | -$1.02M | 0.04% | 423 |
|
2024
Q1 | $1.56M | Buy |
18,645
+12,079
| +184% | +$1.01M | 0.08% | 265 |
|
2023
Q4 | $551K | Buy |
+6,566
| New | +$551K | 0.04% | 400 |
|
2022
Q2 | – | Sell |
-7,616
| Closed | -$571K | – | 1716 |
|
2022
Q1 | $571K | Buy |
7,616
+1,055
| +16% | +$79.1K | 0.02% | 633 |
|
2021
Q4 | $523K | Buy |
+6,561
| New | +$523K | 0.01% | 753 |
|
2021
Q3 | – | Sell |
-5,125
| Closed | -$451K | – | 1576 |
|
2021
Q2 | $451K | Buy |
+5,125
| New | +$451K | 0.01% | 803 |
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$58K | – | 1565 |
|
2020
Q1 | $58K | Buy |
1,000
+610
| +156% | +$35.4K | ﹤0.01% | 450 |
|
2019
Q4 | $29K | Buy |
+390
| New | +$29K | ﹤0.01% | 1087 |
|
2019
Q2 | – | Sell |
-703
| Closed | -$50K | – | 1538 |
|
2019
Q1 | $50K | Sell |
703
-103
| -13% | -$7.33K | ﹤0.01% | 792 |
|
2018
Q4 | $52K | Buy |
+806
| New | +$52K | ﹤0.01% | 818 |
|
2018
Q3 | – | Sell |
-623
| Closed | -$39K | – | 1557 |
|
2018
Q2 | $39K | Buy |
623
+123
| +25% | +$7.7K | ﹤0.01% | 938 |
|
2018
Q1 | $33K | Sell |
500
-2,574
| -84% | -$170K | ﹤0.01% | 1046 |
|
2017
Q4 | $220K | Buy |
3,074
+874
| +40% | +$62.6K | 0.02% | 520 |
|
2017
Q3 | $142K | Buy |
2,200
+700
| +47% | +$45.2K | 0.01% | 693 |
|
2017
Q2 | $94K | Buy |
1,500
+943
| +169% | +$59.1K | 0.01% | 719 |
|
2017
Q1 | $35K | Buy |
+557
| New | +$35K | ﹤0.01% | 1083 |
|
2015
Q2 | – | Sell |
-636
| Closed | -$42K | – | 1811 |
|
2015
Q1 | $42K | Sell |
636
-798
| -56% | -$52.7K | 0.01% | 1337 |
|
2014
Q4 | $79K | Buy |
+1,434
| New | +$79K | 0.01% | 1022 |
|
2013
Q4 | – | Sell |
-100
| Closed | -$5K | – | 1672 |
|
2013
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1347 |
|