Rockefeller Capital Management’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 | $95K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $175K | Buy |
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|
2022
Q3 | $87K | Buy |
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|
2022
Q2 | $61K | Buy |
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|
2022
Q1 | $35K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $12K | Buy |
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|
2020
Q2 | $8K | Sell |
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|
2020
Q1 | $11K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $22K | Buy |
|