Verdence Capital Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Buy |
7,728
+259
| +3% | +$18.2K | 0.04% | 387 |
|
|
2025
Q1 | $509K | Buy |
7,469
+2,629
| +54% | +$179K | 0.04% | 378 |
|
|
2024
Q4 | $361K | Buy |
+4,840
| New | +$361K | 0.03% | 441 |
|
|
2024
Q3 | – | Sell |
-3,764
| Closed | -$323K | – | 652 |
|
|
2024
Q2 | $323K | Sell |
3,764
-966
| -20% | -$82.8K | 0.03% | 445 |
|
|
2024
Q1 | $397K | Buy |
4,730
+167
| +4% | +$14K | 0.04% | 394 |
|
|
2023
Q4 | $383K | Buy |
4,563
+140
| +3% | +$11.7K | 0.04% | 397 |
|
|
2023
Q3 | $330K | Buy |
4,423
+227
| +5% | +$17K | 0.04% | 406 |
|
|
2023
Q2 | $355K | Sell |
4,196
-393
| -9% | -$33.2K | 0.04% | 377 |
|
|
2023
Q1 | $361K | Buy |
4,589
+642
| +16% | +$50.5K | 0.04% | 368 |
|
|
2022
Q4 | $289K | Sell |
3,947
-616
| -13% | -$45.2K | 0.04% | 399 |
|
|
2022
Q3 | $264K | Buy |
4,563
+117
| +3% | +$6.77K | 0.04% | 408 |
|
|
2022
Q2 | $278K | Sell |
4,446
-179
| -4% | -$11.2K | 0.04% | 406 |
|
|
2022
Q1 | $347K | Buy |
+4,625
| New | +$347K | 0.04% | 387 |
|