Wealth Enhancement Advisory Services’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
+8,013
| New | +$577K | ﹤0.01% | 2109 |
|
|
2025
Q1 | – | Sell |
-3,249
| Closed | -$243K | – | 3034 |
|
|
2024
Q4 | $243K | Buy |
3,249
+65
| +2% | +$4.85K | ﹤0.01% | 2532 |
|
|
2024
Q3 | $297K | Buy |
3,184
+5
| +0.2% | +$466 | ﹤0.01% | 2170 |
|
|
2024
Q2 | $272K | Buy |
3,179
+136
| +4% | +$11.7K | ﹤0.01% | 2046 |
|
|
2024
Q1 | $255K | Sell |
3,043
-37
| -1% | -$3.1K | ﹤0.01% | 2024 |
|
|
2023
Q4 | $258K | Sell |
3,080
-35
| -1% | -$2.94K | ﹤0.01% | 1917 |
|
|
2023
Q3 | $233K | Buy |
+3,115
| New | +$233K | ﹤0.01% | 1901 |
|