Running Oak Capital’s Maximus MMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$3M Sell
2023
Q3
$6.86M Sell
2023
Q2
$7.8M Buy
2023
Q1
$7.1M Sell
2022
Q4
$6.66M Buy
2022
Q3
$2.95M Buy
2021
Q2
$5.44M Sell
2021
Q1
$6.07M Buy
2020
Q4
$4.63M Sell
2020
Q3
$4.43M Sell
2020
Q2
$4.59M Sell
2020
Q1
$4.5M Buy
2019
Q4
$3M Buy