Principal Financial Group’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
171,427
+12,056
| +8% | +$846K | 0.01% | 1153 |
|
|
2025
Q1 | $10.9M | Sell |
159,371
-6,410
| -4% | -$437K | 0.01% | 1209 |
|
|
2024
Q4 | $12.4M | Buy |
165,781
+1,738
| +1% | +$130K | 0.01% | 1165 |
|
|
2024
Q3 | $15.3M | Sell |
164,043
-42,128
| -20% | -$3.92M | 0.01% | 1012 |
|
|
2024
Q2 | $17.7M | Sell |
206,171
-26,708
| -11% | -$2.29M | 0.01% | 941 |
|
|
2024
Q1 | $19.5M | Sell |
232,879
-12,472
| -5% | -$1.05M | 0.01% | 931 |
|
|
2023
Q4 | $20.6M | Buy |
245,351
+6,038
| +3% | +$506K | 0.01% | 851 |
|
|
2023
Q3 | $17.9M | Sell |
239,313
-307
| -0.1% | -$22.9K | 0.01% | 873 |
|
|
2023
Q2 | $20.3M | Sell |
239,620
-11,340
| -5% | -$958K | 0.01% | 838 |
|
|
2023
Q1 | $19.8M | Buy |
250,960
+455
| +0.2% | +$35.8K | 0.01% | 862 |
|
|
2022
Q4 | $18.4M | Buy |
250,505
+12,524
| +5% | +$918K | 0.01% | 876 |
|
|
2022
Q3 | $13.8M | Sell |
237,981
-6,652
| -3% | -$385K | 0.01% | 1001 |
|
|
2022
Q2 | $15.3M | Buy |
244,633
+13,837
| +6% | +$865K | 0.01% | 1016 |
|
|
2022
Q1 | $17.3M | Buy |
230,796
+15,597
| +7% | +$1.17M | 0.01% | 1017 |
|
|
2021
Q4 | $17.1M | Sell |
215,199
-5,383
| -2% | -$429K | 0.01% | 1057 |
|
|
2021
Q3 | $18.4M | Buy |
220,582
+1,916
| +0.9% | +$159K | 0.01% | 1024 |
|
|
2021
Q2 | $19.2M | Sell |
218,666
-1,470
| -0.7% | -$129K | 0.01% | 1006 |
|
|
2021
Q1 | $19.6M | Buy |
220,136
+25,373
| +13% | +$2.26M | 0.01% | 927 |
|
|
2020
Q4 | $14.3M | Buy |
194,763
+5,430
| +3% | +$397K | 0.01% | 1014 |
|
|
2020
Q3 | $13M | Sell |
189,333
-7,964
| -4% | -$545K | 0.01% | 912 |
|
|
2020
Q2 | $13.9M | Sell |
197,297
-4,594
| -2% | -$324K | 0.01% | 847 |
|
|
2020
Q1 | $11.8M | Sell |
201,891
-82,192
| -29% | -$4.78M | 0.01% | 813 |
|
|
2019
Q4 | $21.1M | Sell |
284,083
-1,406
| -0.5% | -$105K | 0.02% | 761 |
|
|
2019
Q3 | $22.1M | Sell |
285,489
-3,292
| -1% | -$254K | 0.02% | 689 |
|
|
2019
Q2 | $20.9M | Sell |
288,781
-497
| -0.2% | -$36.1K | 0.02% | 733 |
|
|
2019
Q1 | $20.5M | Buy |
289,278
+2,250
| +0.8% | +$160K | 0.02% | 757 |
|
|
2018
Q4 | $18.7M | Sell |
287,028
-8,163
| -3% | -$531K | 0.02% | 748 |
|
|
2018
Q3 | $19.2M | Buy |
295,191
+2,067
| +0.7% | +$134K | 0.02% | 885 |
|
|
2018
Q2 | $18.2M | Buy |
293,124
+4,657
| +2% | +$289K | 0.02% | 879 |
|
|
2018
Q1 | $19.3M | Buy |
288,467
+6,866
| +2% | +$458K | 0.02% | 810 |
|
|
2017
Q4 | $20.2M | Buy |
281,601
+1,061
| +0.4% | +$75.9K | 0.02% | 815 |
|
|
2017
Q3 | $18.1M | Buy |
280,540
+2,188
| +0.8% | +$141K | 0.02% | 851 |
|
|
2017
Q2 | $17.4M | Buy |
278,352
+10,418
| +4% | +$652K | 0.02% | 855 |
|
|
2017
Q1 | $16.7M | Buy |
267,934
+11,829
| +5% | +$736K | 0.02% | 846 |
|
|
2016
Q4 | $14.3M | Buy |
256,105
+3,883
| +2% | +$217K | 0.02% | 931 |
|
|
2016
Q3 | $14.3M | Buy |
252,222
+10,041
| +4% | +$568K | 0.02% | 879 |
|
|
2016
Q2 | $13.4M | Buy |
242,181
+28,438
| +13% | +$1.57M | 0.02% | 852 |
|
|
2016
Q1 | $11.3M | Buy |
213,743
+7,962
| +4% | +$419K | 0.02% | 920 |
|
|
2015
Q4 | $11.6M | Sell |
205,781
-490
| -0.2% | -$27.6K | 0.02% | 859 |
|
|
2015
Q3 | $12.3M | Buy |
206,271
+8,572
| +4% | +$511K | 0.02% | 796 |
|
|
2015
Q2 | $13M | Buy |
197,699
+6,943
| +4% | +$456K | 0.02% | 818 |
|
|
2015
Q1 | $12.7M | Sell |
190,756
-220,555
| -54% | -$14.7M | 0.02% | 806 |
|
|
2014
Q4 | $22.6M | Sell |
411,311
-6,115
| -1% | -$335K | 0.04% | 485 |
|
|
2014
Q3 | $16.8M | Sell |
417,426
-9,053
| -2% | -$363K | 0.03% | 595 |
|
|
2014
Q2 | $18.3M | Sell |
426,479
-6,955
| -2% | -$299K | 0.03% | 567 |
|
|
2014
Q1 | $19.4M | Buy |
433,434
+11,163
| +3% | +$501K | 0.03% | 515 |
|
|
2013
Q4 | $18.6M | Buy |
422,271
+26,457
| +7% | +$1.16M | 0.03% | 539 |
|
|
2013
Q3 | $17.8M | Sell |
395,814
-52,100
| -12% | -$2.35M | 0.04% | 502 |
|
|
2013
Q2 | $16.7M | Buy |
+447,914
| New | +$16.7M | 0.04% | 503 |
|