Rowlandmiller & Partners’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25,366
| Closed | -$1.89M | – | 192 |
|
|
2024
Q4 | $1.89M | Sell |
25,366
-1,993
| -7% | -$149K | 0.4% | 59 |
|
|
2024
Q3 | $2.55M | Sell |
27,359
-1,284
| -4% | -$120K | 0.52% | 48 |
|
|
2024
Q2 | $2.45M | Sell |
28,643
-4,629
| -14% | -$397K | 0.54% | 48 |
|
|
2024
Q1 | $2.79M | Sell |
33,272
-3,899
| -10% | -$327K | 0.59% | 45 |
|
|
2023
Q4 | $3.12M | Sell |
37,171
-328
| -0.9% | -$27.5K | 0.71% | 41 |
|
|
2023
Q3 | $2.8M | Sell |
37,499
-219
| -0.6% | -$16.4K | 0.69% | 42 |
|
|
2023
Q2 | $3.19M | Buy |
37,718
+1
| +0% | +$85 | 0.75% | 41 |
|
|
2023
Q1 | $2.97M | Buy |
37,717
+57
| +0.2% | +$4.49K | 0.72% | 41 |
|
|
2022
Q4 | $2.78M | Buy |
37,660
+1,126
| +3% | +$83.2K | 0.69% | 42 |
|
|
2022
Q3 | $2.11M | Buy |
36,534
+92
| +0.3% | +$5.32K | 0.57% | 47 |
|
|
2022
Q2 | $2.28M | Buy |
36,442
+1,621
| +5% | +$101K | 0.58% | 45 |
|
|
2022
Q1 | $2.61M | Sell |
34,821
-6,795
| -16% | -$509K | 0.61% | 48 |
|
|
2021
Q4 | $2.86M | Buy |
41,616
+13,586
| +48% | +$934K | 0.64% | 43 |
|
|
2021
Q3 | $1.97M | Sell |
28,030
-6,292
| -18% | -$443K | 0.67% | 43 |
|
|
2021
Q2 | $3.02M | Buy |
34,322
+1,981
| +6% | +$174K | 0.74% | 40 |
|
|
2021
Q1 | $2.88M | Buy |
32,341
+2,106
| +7% | +$188K | 0.75% | 41 |
|
|
2020
Q4 | $2.21M | Buy |
30,235
+2,405
| +9% | +$176K | 0.63% | 45 |
|
|
2020
Q3 | $1.62M | Sell |
27,830
-200
| -0.7% | -$11.6K | 0.65% | 45 |
|
|
2020
Q2 | $1.97M | Buy |
28,030
+200
| +0.7% | +$14.1K | 0.67% | 43 |
|
|
2020
Q1 | $1.62M | Sell |
27,830
-1,104
| -4% | -$64.3K | 0.65% | 45 |
|
|
2019
Q4 | $2.15M | Buy |
28,934
+1,134
| +4% | +$84.4K | 0.67% | 44 |
|
|
2019
Q3 | $2.14M | Buy |
27,800
+1,040
| +4% | +$80.2K | 0.73% | 44 |
|
|
2019
Q2 | $1.95M | Buy |
26,760
+540
| +2% | +$39.3K | 0.68% | 44 |
|
|
2019
Q1 | $1.86M | Buy |
26,220
+1,745
| +7% | +$124K | 0.67% | 44 |
|
|
2018
Q4 | $1.59M | Buy |
24,475
+3,355
| +16% | +$218K | 0.65% | 45 |
|
|
2018
Q3 | $1.37M | Buy |
+21,120
| New | +$1.37M | 0.5% | 53 |
|