Spire Wealth 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 | $6.3K | Buy |
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|
2025
Q2 | $4.77K | Hold |
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|
2025
Q1 | $4.64K | Sell |
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|
2024
Q4 | $5.52K | Sell |
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|
2024
Q3 | $24.8K | Hold |
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|
2024
Q2 | $22.8K | Sell |
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|
2024
Q1 | $24.1K | Buy |
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|
2023
Q4 | $21.8K | Hold |
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|
2023
Q3 | $19.9K | Sell |
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|
2023
Q2 | $22.8K | Buy |
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|
2023
Q1 | $21K | Sell |
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|
2022
Q4 | $21K | Buy |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $20K | Buy |
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|
2021
Q4 | $5K | Sell |
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|
2021
Q3 | $6K | Buy |
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|
2021
Q2 | $6K | Sell |
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|
2021
Q1 | $6K | Buy |
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