Wells Fargo’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
33,024
+12,153
| +58% | +$853K | ﹤0.01% | 2822 |
|
|
2025
Q1 | $1.42M | Sell |
20,871
-13,277
| -39% | -$905K | ﹤0.01% | 3055 |
|
|
2024
Q4 | $2.55M | Buy |
34,148
+9,055
| +36% | +$676K | ﹤0.01% | 2642 |
|
|
2024
Q3 | $2.34M | Sell |
25,093
-562
| -2% | -$52.4K | ﹤0.01% | 2655 |
|
|
2024
Q2 | $2.2M | Buy |
25,655
+1,997
| +8% | +$171K | ﹤0.01% | 2654 |
|
|
2024
Q1 | $1.98M | Buy |
23,658
+1,552
| +7% | +$130K | ﹤0.01% | 2693 |
|
|
2023
Q4 | $1.85M | Buy |
22,106
+3,687
| +20% | +$309K | ﹤0.01% | 2688 |
|
|
2023
Q3 | $1.38M | Sell |
18,419
-13,527
| -42% | -$1.01M | ﹤0.01% | 2867 |
|
|
2023
Q2 | $2.7M | Buy |
31,946
+11,573
| +57% | +$978K | ﹤0.01% | 2509 |
|
|
2023
Q1 | $1.6M | Buy |
20,373
+13,668
| +204% | +$1.08M | ﹤0.01% | 2856 |
|
|
2022
Q4 | $492K | Sell |
6,705
-4,192
| -38% | -$307K | ﹤0.01% | 3429 |
|
|
2022
Q3 | $631K | Sell |
10,897
-80,990
| -88% | -$4.69M | ﹤0.01% | 3322 |
|
|
2022
Q2 | $5.74M | Sell |
91,887
-245,122
| -73% | -$15.3M | ﹤0.01% | 1897 |
|
|
2022
Q1 | $25.3M | Sell |
337,009
-15,865
| -4% | -$1.19M | 0.01% | 1118 |
|
|
2021
Q4 | $28.1M | Sell |
352,874
-717,249
| -67% | -$57.1M | 0.01% | 1056 |
|
|
2021
Q3 | $89M | Buy |
1,070,123
+20,679
| +2% | +$1.72M | 0.02% | 708 |
|
|
2021
Q2 | $92.3M | Sell |
1,049,444
-12,368
| -1% | -$1.09M | 0.02% | 710 |
|
|
2021
Q1 | $94.5M | Buy |
1,061,812
+71,918
| +7% | +$6.4M | 0.02% | 680 |
|
|
2020
Q4 | $72.5M | Buy |
989,894
+63,530
| +7% | +$4.65M | 0.02% | 787 |
|
|
2020
Q3 | $63.4M | Buy |
926,364
+54,098
| +6% | +$3.7M | 0.02% | 753 |
|
|
2020
Q2 | $61.5M | Buy |
872,266
+70,987
| +9% | +$5M | 0.02% | 758 |
|
|
2020
Q1 | $46.6M | Buy |
801,279
+87,492
| +12% | +$5.09M | 0.02% | 787 |
|
|
2019
Q4 | $53.1M | Buy |
713,787
+10,535
| +1% | +$784K | 0.01% | 888 |
|
|
2019
Q3 | $54.3M | Buy |
703,252
+677
| +0.1% | +$52.3K | 0.02% | 868 |
|
|
2019
Q2 | $51M | Buy |
702,575
+48,747
| +7% | +$3.54M | 0.01% | 911 |
|
|
2019
Q1 | $46.4M | Buy |
653,828
+27,504
| +4% | +$1.95M | 0.01% | 936 |
|
|
2018
Q4 | $40.8M | Sell |
626,324
-291,021
| -32% | -$18.9M | 0.01% | 926 |
|
|
2018
Q3 | $59.7M | Sell |
917,345
-2,395
| -0.3% | -$156K | 0.02% | 837 |
|
|
2018
Q2 | $57.1M | Buy |
919,740
+689,734
| +300% | +$42.8M | 0.02% | 837 |
|
|
2018
Q1 | $15.3M | Buy |
230,006
+122,824
| +115% | +$8.2M | ﹤0.01% | 1633 |
|
|
2017
Q4 | $7.67M | Sell |
107,182
-5,430
| -5% | -$389K | ﹤0.01% | 2185 |
|
|
2017
Q3 | $7.26M | Buy |
112,612
+9,147
| +9% | +$590K | ﹤0.01% | 2213 |
|
|
2017
Q2 | $6.48M | Sell |
103,465
-2,628
| -2% | -$165K | ﹤0.01% | 2231 |
|
|
2017
Q1 | $6.6M | Sell |
106,093
-389
| -0.4% | -$24.2K | ﹤0.01% | 2202 |
|
|
2016
Q4 | $5.94M | Sell |
106,482
-98,212
| -48% | -$5.48M | ﹤0.01% | 2247 |
|
|
2016
Q3 | $11.6M | Sell |
204,694
-337,289
| -62% | -$19.1M | ﹤0.01% | 1663 |
|
|
2016
Q2 | $30M | Buy |
541,983
+31,181
| +6% | +$1.73M | 0.01% | 1034 |
|
|
2016
Q1 | $26.9M | Sell |
510,802
-53,800
| -10% | -$2.83M | 0.01% | 1094 |
|
|
2015
Q4 | $31.8M | Sell |
564,602
-24,613
| -4% | -$1.38M | 0.01% | 1017 |
|
|
2015
Q3 | $35.1M | Buy |
589,215
+71,765
| +14% | +$4.27M | 0.01% | 942 |
|
|
2015
Q2 | $34M | Buy |
517,450
+88,374
| +21% | +$5.81M | 0.01% | 1006 |
|
|
2015
Q1 | $28.6M | Sell |
429,076
-156,999
| -27% | -$10.5M | 0.01% | 1102 |
|
|
2014
Q4 | $32.1M | Sell |
586,075
-64,557
| -10% | -$3.54M | 0.01% | 1005 |
|
|
2014
Q3 | $26.1M | Sell |
650,632
-217,735
| -25% | -$8.74M | 0.01% | 1093 |
|
|
2014
Q2 | $37.4M | Buy |
868,367
+174,205
| +25% | +$7.49M | 0.02% | 923 |
|
|
2014
Q1 | $31.1M | Buy |
694,162
+56,209
| +9% | +$2.52M | 0.01% | 995 |
|
|
2013
Q4 | $28.1M | Buy |
637,953
+161,653
| +34% | +$7.11M | 0.01% | 1052 |
|
|
2013
Q3 | $21.5M | Sell |
476,300
-80,148
| -14% | -$3.61M | 0.01% | 1152 |
|
|
2013
Q2 | $20.7M | Buy |
+556,448
| New | +$20.7M | 0.01% | 1133 |
|