Wealthspire Advisors (New York)’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
27,108
+75
| +0.3% | +$5.27K | 0.01% | 284 |
|
|
2025
Q1 | $1.84M | Buy |
27,033
+351
| +1% | +$23.9K | 0.01% | 286 |
|
|
2024
Q4 | $1.99M | Buy |
26,682
+4,657
| +21% | +$348K | 0.02% | 247 |
|
|
2024
Q3 | $2.05M | Buy |
22,025
+11,625
| +112% | +$1.08M | 0.02% | 251 |
|
|
2024
Q2 | $891K | Sell |
10,400
-2,554
| -20% | -$219K | 0.01% | 332 |
|
|
2024
Q1 | $1.09M | Sell |
12,954
-4,999
| -28% | -$419K | 0.01% | 304 |
|
|
2023
Q4 | $1.51M | Buy |
+17,953
| New | +$1.51M | 0.02% | 244 |
|
|
2022
Q1 | – | Sell |
-25,544
| Closed | -$2.04M | – | 504 |
|
|
2021
Q4 | $2.04M | Buy |
+25,544
| New | +$2.04M | 0.05% | 147 |
|