West Coast Financial’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-89,320
| Closed | -$6.09M | – | 98 |
|
|
2025
Q1 | $6.09M | Sell |
89,320
-1,175
| -1% | -$80.1K | 0.7% | 37 |
|
|
2024
Q4 | $6.76M | Buy |
90,495
+1,552
| +2% | +$116K | 0.74% | 41 |
|
|
2024
Q3 | $8.29M | Sell |
88,943
-208
| -0.2% | -$19.4K | 0.91% | 38 |
|
|
2024
Q2 | $7.64M | Buy |
89,151
+886
| +1% | +$75.9K | 0.91% | 36 |
|
|
2024
Q1 | $7.41M | Sell |
88,265
-108
| -0.1% | -$9.06K | 0.9% | 40 |
|
|
2023
Q4 | $7.41M | Buy |
88,373
+6,900
| +8% | +$579K | 0.97% | 36 |
|
|
2023
Q3 | $6.08M | Buy |
81,473
+1,344
| +2% | +$100K | 0.91% | 41 |
|
|
2023
Q2 | $6.77M | Buy |
80,129
+385
| +0.5% | +$32.5K | 0.96% | 34 |
|
|
2023
Q1 | $6.28M | Buy |
79,744
+812
| +1% | +$63.9K | 0.96% | 36 |
|
|
2022
Q4 | $5.79M | Buy |
78,932
+20
| +0% | +$1.47K | 0.98% | 35 |
|
|
2022
Q3 | $4.57M | Buy |
78,912
+1,273
| +2% | +$73.7K | 0.84% | 43 |
|
|
2022
Q2 | $4.85M | Sell |
77,639
-826
| -1% | -$51.6K | 0.86% | 44 |
|
|
2022
Q1 | $5.88M | Buy |
78,465
+1,349
| +2% | +$101K | 0.9% | 42 |
|
|
2021
Q4 | $6.14M | Buy |
77,116
+650
| +0.9% | +$51.8K | 0.88% | 44 |
|
|
2021
Q3 | $6.36M | Buy |
76,466
+1,692
| +2% | +$141K | 1.02% | 36 |
|
|
2021
Q2 | $6.58M | Buy |
74,774
+1,030
| +1% | +$90.6K | 1.07% | 32 |
|
|
2021
Q1 | $6.57M | Sell |
73,744
-105
| -0.1% | -$9.35K | 1.14% | 31 |
|
|
2020
Q4 | $5.41M | Buy |
73,849
+155
| +0.2% | +$11.3K | 1.04% | 35 |
|
|
2020
Q3 | $5.04M | Sell |
73,694
-769
| -1% | -$52.6K | 1.14% | 36 |
|
|
2020
Q2 | $5.25M | Sell |
74,463
-29,193
| -28% | -$2.06M | 1.28% | 30 |
|
|
2020
Q1 | $6.03M | Buy |
103,656
+3,151
| +3% | +$183K | 1.6% | 25 |
|
|
2019
Q4 | $7.48M | Sell |
100,505
-792
| -0.8% | -$58.9K | 1.59% | 24 |
|
|
2019
Q3 | $7.83M | Sell |
101,297
-26
| -0% | -$2.01K | 1.77% | 20 |
|
|
2019
Q2 | $7.35M | Sell |
101,323
-196
| -0.2% | -$14.2K | 1.68% | 23 |
|
|
2019
Q1 | $7.21M | Buy |
101,519
+5,496
| +6% | +$390K | 1.7% | 17 |
|
|
2018
Q4 | $6.25M | Sell |
96,023
-2,057
| -2% | -$134K | 1.77% | 15 |
|
|
2018
Q3 | $6.38M | Buy |
98,080
+4,867
| +5% | +$317K | 1.47% | 22 |
|
|
2018
Q2 | $5.79M | Sell |
93,213
-1,951
| -2% | -$121K | 1.6% | 22 |
|
|
2018
Q1 | $6.35M | Buy |
95,164
+1,807
| +2% | +$121K | 1.81% | 19 |
|
|
2017
Q4 | $6.68M | Sell |
93,357
-173
| -0.2% | -$12.4K | 1.88% | 17 |
|
|
2017
Q3 | $6.03M | Buy |
93,530
+41,580
| +80% | +$2.68M | 1.64% | 19 |
|
|
2017
Q2 | $3.25M | Buy |
51,950
+3,299
| +7% | +$207K | 1.04% | 40 |
|
|
2017
Q1 | $3.03M | Buy |
+48,651
| New | +$3.03M | 0.96% | 40 |
|