Private Wealth Management Group’s Maximus MMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.41K Hold
2025
Q2
$7.23K Hold
2025
Q1
$7.02K Buy
2024
Q4
Sell
2024
Q3
$2.33K Hold
2024
Q2
$2.14K Buy
2024
Q1
Sell
2023
Q4
$1.76K Buy