Private Wealth Management 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 | $7.23K | Hold |
103
| – | – | ﹤0.01% | 608 |
|
|
2025
Q1 | $7.02K | Buy |
+103
| New | +$7.02K | ﹤0.01% | 593 |
|
|
2024
Q4 | – | Sell |
-25
| Closed | -$2.33K | – | 1546 |
|
|
2024
Q3 | $2.33K | Hold |
25
| – | – | ﹤0.01% | 1004 |
|
|
2024
Q2 | $2.14K | Buy |
+25
| New | +$2.14K | ﹤0.01% | 1020 |
|
|
2024
Q1 | – | Sell |
-21
| Closed | -$1.76K | – | 1556 |
|
|
2023
Q4 | $1.76K | Buy |
+21
| New | +$1.76K | ﹤0.01% | 1036 |
|