West Coast Financial’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-89,320
| Closed | -$6.09M | – | 98 |
|
|
2025
Q1 | $6.09M | Sell |
89,320
-1,175
| -1% | -$83.7K | 0.7% | 37 |
|
|
2024
Q4 | $6.76M | Buy |
90,495
+1,552
| +2% | +$127K | 0.74% | 41 |
|
|
2024
Q3 | $8.29M | Sell |
88,943
-208
| -0.2% | -$18.6K | 0.91% | 38 |
|
|
2024
Q2 | $7.64M | Buy |
89,151
+886
| +1% | +$74.4K | 0.91% | 36 |
|
|
2024
Q1 | $7.41M | Sell |
88,265
-108
| -0.1% | -$8.88K | 0.9% | 40 |
|
|
2023
Q4 | $7.41M | Buy |
88,373
+6,900
| +8% | +$550K | 0.97% | 36 |
|
|
2023
Q3 | $6.08M | Buy |
81,473
+1,344
| +2% | +$109K | 0.91% | 41 |
|
|
2023
Q2 | $6.77M | Buy |
80,129
+385
| +0.5% | +$31.7K | 0.96% | 34 |
|
|
2023
Q1 | $6.28M | Buy |
79,744
+812
| +1% | +$62.5K | 0.96% | 36 |
|
|
2022
Q4 | $5.79M | Buy |
78,932
+20
| +0% | +$1.29K | 0.98% | 35 |
|
|
2022
Q3 | $4.57M | Buy |
78,912
+1,273
| +2% | +$79.4K | 0.84% | 43 |
|
|
2022
Q2 | $4.85M | Sell |
77,639
-826
| -1% | -$55.8K | 0.86% | 44 |
|
|
2022
Q1 | $5.88M | Buy |
78,465
+1,349
| +2% | +$103K | 0.9% | 42 |
|
|
2021
Q4 | $6.14M | Buy |
77,116
+650
| +0.9% | +$53.1K | 0.88% | 44 |
|
|
2021
Q3 | $6.36M | Buy |
76,466
+1,692
| +2% | +$145K | 1.02% | 36 |
|
|
2021
Q2 | $6.58M | Buy |
74,774
+1,030
| +1% | +$94.4K | 1.07% | 32 |
|
|
2021
Q1 | $6.57M | Sell |
73,744
-105
| -0.1% | -$8.59K | 1.14% | 31 |
|
|
2020
Q4 | $5.41M | Buy |
73,849
+155
| +0.2% | +$11K | 1.04% | 35 |
|
|
2020
Q3 | $5.04M | Sell |
73,694
-769
| -1% | -$56.6K | 1.14% | 36 |
|
|
2020
Q2 | $5.25M | Sell |
74,463
-29,193
| -28% | -$1.96M | 1.28% | 30 |
|
|
2020
Q1 | $6.03M | Buy |
103,656
+3,151
| +3% | +$214K | 1.6% | 25 |
|
|
2019
Q4 | $7.48M | Sell |
100,505
-792
| -0.8% | -$59.5K | 1.59% | 24 |
|
|
2019
Q3 | $7.83M | Sell |
101,297
-26
| -0% | -$1.97K | 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% | +$385K | 1.7% | 17 |
|
|
2018
Q4 | $6.25M | Sell |
96,023
-2,057
| -2% | -$135K | 1.77% | 15 |
|
|
2018
Q3 | $6.38M | Buy |
98,080
+4,867
| +5% | +$316K | 1.47% | 22 |
|
|
2018
Q2 | $5.79M | Sell |
93,213
-1,951
| -2% | -$126K | 1.6% | 22 |
|
|
2018
Q1 | $6.35M | Buy |
95,164
+1,807
| +2% | +$123K | 1.81% | 19 |
|
|
2017
Q4 | $6.68M | Sell |
93,357
-173
| -0.2% | -$11.7K | 1.88% | 17 |
|
|
2017
Q3 | $6.03M | Buy |
93,530
+41,580
| +80% | +$2.55M | 1.64% | 19 |
|
|
2017
Q2 | $3.25M | Buy |
51,950
+3,299
| +7% | +$205K | 1.04% | 40 |
|
|
2017
Q1 | $3.03M | Buy |
+48,651
| New | +$2.86M | 0.96% | 40 |
|
Other funds holding MMS
VBA
West Coast Financial's MMS Position: Q2 2025 in Review
West Coast Financial sold out of Maximus (MMS) in Q2 2025, closing a stake of 89,320 shares — an estimated $6.09M sold.
West Coast Financial first reported a position in MMS in Q1 2017 and held it in 33 quarters. The position peaked at $8.29M in Q3 2024. 378 funds tracked by Wall St. Rank hold MMS as of Q2 2025.
- West Coast Financial reported no remaining Maximus position as of Q2 2025 after selling out during the quarter.
- West Coast Financial sold 89,320 Maximus shares in Q2 2025, an estimated $6.09M.
- West Coast Financial first reported a position in Maximus in Q1 2017 and held it in 33 quarters.
- West Coast Financial's Maximus position peaked at $8.29M in Q3 2024.
- 378 funds tracked by Wall St. Rank held Maximus as of Q2 2025.
Based on West Coast Financial's 13F filing for Q2 2025.