Wealthspire Advisors (New York)’s Maximus MMS Stock Holding History

Wealthspire Advisors (New York)’s Portfolio MMS Stock Details MMS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.47M	Sell
2025 Q2	$1.9M	Buy
2025 Q1	$1.84M	Buy
2024 Q4	$1.99M	Buy
2024 Q3	$2.05M	Buy
2024 Q2	$891K	Sell
2024 Q1	$1.09M	Sell
2023 Q4	$1.51M	Buy
2022 Q1	–	Sell
2021 Q4	$2.04M	Buy