Spire Wealth Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77K | Hold |
68
| – | – | ﹤0.01% | 1963 |
|
|
2025
Q1 | $4.64K | Sell |
68
-6
| -8% | -$409 | ﹤0.01% | 2078 |
|
|
2024
Q4 | $5.52K | Sell |
74
-192
| -72% | -$14.3K | ﹤0.01% | 2015 |
|
|
2024
Q3 | $24.8K | Hold |
266
| – | – | ﹤0.01% | 1370 |
|
|
2024
Q2 | $22.8K | Sell |
266
-21
| -7% | -$1.8K | ﹤0.01% | 1400 |
|
|
2024
Q1 | $24.1K | Buy |
287
+21
| +8% | +$1.76K | ﹤0.01% | 1448 |
|
|
2023
Q4 | $21.8K | Hold |
266
| – | – | ﹤0.01% | 1505 |
|
|
2023
Q3 | $19.9K | Sell |
266
-3
| -1% | -$224 | ﹤0.01% | 1504 |
|
|
2023
Q2 | $22.8K | Buy |
269
+3
| +1% | +$254 | ﹤0.01% | 1546 |
|
|
2023
Q1 | $21K | Sell |
266
-25
| -9% | -$1.97K | ﹤0.01% | 1599 |
|
|
2022
Q4 | $21K | Buy |
291
+25
| +9% | +$1.8K | ﹤0.01% | 1354 |
|
|
2022
Q3 | $15K | Hold |
266
| – | – | ﹤0.01% | 1443 |
|
|
2022
Q2 | $17K | Hold |
266
| – | – | ﹤0.01% | 1732 |
|
|
2022
Q1 | $20K | Buy |
266
+200
| +303% | +$15K | ﹤0.01% | 1814 |
|
|
2021
Q4 | $5K | Sell |
66
-4
| -6% | -$303 | ﹤0.01% | 2567 |
|
|
2021
Q3 | $6K | Buy |
70
+4
| +6% | +$343 | ﹤0.01% | 2243 |
|
|
2021
Q2 | $6K | Sell |
66
-4
| -6% | -$364 | ﹤0.01% | 2279 |
|
|
2021
Q1 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 2578 |
|