Waverly Advisors’s Mid-America Apartment Communities MAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Sell |
4,721
-169
| -3% | -$25K | 0.01% | 715 |
|
|
2025
Q1 | $820K | Buy |
4,890
+111
| +2% | +$18.6K | 0.01% | 650 |
|
|
2024
Q4 | $739K | Sell |
4,779
-24
| -0.5% | -$3.71K | 0.01% | 580 |
|
|
2024
Q3 | $763K | Buy |
4,803
+14
| +0.3% | +$2.23K | 0.01% | 496 |
|
|
2024
Q2 | $683K | Buy |
4,789
+1,349
| +39% | +$192K | 0.01% | 505 |
|
|
2024
Q1 | $453K | Sell |
3,440
-1,862
| -35% | -$245K | 0.01% | 502 |
|
|
2023
Q4 | $713K | Buy |
5,302
+216
| +4% | +$29K | 0.03% | 251 |
|
|
2023
Q3 | $654K | Buy |
5,086
+2,298
| +82% | +$296K | 0.03% | 232 |
|
|
2023
Q2 | $423K | Buy |
2,788
+20
| +0.7% | +$3.04K | 0.02% | 261 |
|
|
2023
Q1 | $418K | Buy |
2,768
+27
| +1% | +$4.08K | 0.02% | 208 |
|
|
2022
Q4 | $430K | Sell |
2,741
-12,553
| -82% | -$1.97M | 0.02% | 188 |
|
|
2022
Q3 | $2.37M | Buy |
15,294
+11,383
| +291% | +$1.77M | 0.17% | 65 |
|
|
2022
Q2 | $683K | Buy |
3,911
+128
| +3% | +$22.4K | 0.06% | 106 |
|
|
2022
Q1 | $792K | Hold |
3,783
| – | – | 0.07% | 91 |
|
|
2021
Q4 | $798K | Sell |
3,783
-52
| -1% | -$11K | 0.07% | 93 |
|
|
2021
Q3 | $780K | Buy |
+3,835
| New | +$780K | 0.07% | 94 |
|
|
2015
Q4 | – | Sell |
-712
| Closed | -$58K | – | 287 |
|
|
2015
Q3 | $58K | Hold |
712
| – | – | 0.04% | 114 |
|
|
2015
Q2 | $52K | Hold |
712
| – | – | 0.03% | 133 |
|
|
2015
Q1 | $55K | Hold |
712
| – | – | 0.03% | 115 |
|
|
2014
Q4 | $53K | Hold |
712
| – | – | 0.03% | 113 |
|
|
2014
Q3 | $47K | Hold |
712
| – | – | 0.03% | 225 |
|
|
2014
Q2 | $52K | Hold |
712
| – | – | 0.02% | 228 |
|
|
2014
Q1 | $49K | Sell |
712
-565
| -44% | -$38.9K | 0.02% | 221 |
|
|
2013
Q4 | $78K | Buy |
1,277
+87
| +7% | +$5.31K | 0.03% | 272 |
|
|
2013
Q3 | $74K | Buy |
+1,190
| New | +$74K | 0.04% | 188 |
|