Wilmington Savings Fund Society’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Sell |
59,284
-3,645
| -6% | -$256K | 0.07% | 196 |
|
|
2025
Q1 | $4.29M | Sell |
62,929
-1,147
| -2% | -$78.2K | 0.08% | 191 |
|
|
2024
Q4 | $4.78M | Sell |
64,076
-2,729
| -4% | -$204K | 0.09% | 186 |
|
|
2024
Q3 | $6.22M | Buy |
66,805
+2,164
| +3% | +$202K | 0.11% | 157 |
|
|
2024
Q2 | $5.54M | Sell |
64,641
-1,007
| -2% | -$86.3K | 0.21% | 102 |
|
|
2024
Q1 | $5.51M | Buy |
+65,648
| New | +$5.51M | 0.21% | 109 |
|
|
2023
Q3 | $5.18M | Buy |
69,352
+436
| +0.6% | +$32.6K | 0.23% | 104 |
|
|
2023
Q2 | $5.83M | Sell |
68,916
-1,904
| -3% | -$161K | 0.24% | 103 |
|
|
2023
Q1 | $5.57M | Buy |
70,820
+442
| +0.6% | +$34.8K | 0.25% | 102 |
|
|
2022
Q4 | $5.16M | Buy |
70,378
+163
| +0.2% | +$12K | 0.23% | 107 |
|
|
2022
Q3 | $4.06M | Sell |
70,215
-1,252
| -2% | -$72.4K | 0.2% | 114 |
|
|
2022
Q2 | $4.47M | Sell |
71,467
-1,421
| -2% | -$88.8K | 0.21% | 113 |
|
|
2022
Q1 | $5.46M | Sell |
72,888
-625
| -0.9% | -$46.8K | 0.21% | 108 |
|
|
2021
Q4 | $5.86M | Sell |
73,513
-552
| -0.7% | -$44K | 0.21% | 107 |
|
|
2021
Q3 | $6.16M | Sell |
74,065
-2,113
| -3% | -$176K | 0.24% | 100 |
|
|
2021
Q2 | $6.7M | Sell |
76,178
-226
| -0.3% | -$19.9K | 0.26% | 99 |
|
|
2021
Q1 | $6.8M | Sell |
76,404
-3,481
| -4% | -$310K | 0.27% | 97 |
|
|
2020
Q4 | $5.85M | Buy |
79,885
+614
| +0.8% | +$44.9K | 0.25% | 99 |
|
|
2020
Q3 | $5.42M | Sell |
79,271
-520
| -0.7% | -$35.6K | 0.25% | 96 |
|
|
2020
Q2 | $5.62M | Sell |
79,791
-32,435
| -29% | -$2.28M | 0.28% | 91 |
|
|
2020
Q1 | $6.53M | Buy |
112,226
+1,768
| +2% | +$103K | 0.38% | 78 |
|
|
2019
Q4 | $8.22M | Buy |
110,458
+1,012
| +0.9% | +$75.3K | 0.42% | 83 |
|
|
2019
Q3 | $8.46M | Sell |
109,446
-95
| -0.1% | -$7.34K | 0.46% | 76 |
|
|
2019
Q2 | $7.95M | Buy |
109,541
+630
| +0.6% | +$45.7K | 0.43% | 84 |
|
|
2019
Q1 | $7.73M | Sell |
108,911
-164
| -0.2% | -$11.6K | 0.42% | 85 |
|
|
2018
Q4 | $7.1M | Sell |
109,075
-1,059
| -1% | -$68.9K | 0.43% | 83 |
|
|
2018
Q3 | $7.17M | Buy |
110,134
+281
| +0.3% | +$18.3K | 0.38% | 96 |
|
|
2018
Q2 | $6.82M | Buy |
109,853
+3,153
| +3% | +$196K | 0.38% | 96 |
|
|
2018
Q1 | $7.12M | Buy |
106,700
+556
| +0.5% | +$37.1K | 0.41% | 88 |
|
|
2017
Q4 | $7.6M | Buy |
106,144
+1,082
| +1% | +$77.5K | 0.41% | 82 |
|
|
2017
Q3 | $6.78M | Buy |
105,062
+12,803
| +14% | +$826K | 0.39% | 86 |
|
|
2017
Q2 | $5.78M | Sell |
92,259
-5,920
| -6% | -$371K | 0.34% | 90 |
|
|
2017
Q1 | $6.11M | Buy |
98,179
+1,265
| +1% | +$78.7K | 0.37% | 88 |
|
|
2016
Q4 | $5.41M | Sell |
96,914
-810
| -0.8% | -$45.2K | 0.34% | 88 |
|
|
2016
Q3 | $5.53M | Buy |
97,724
+996
| +1% | +$56.3K | 0.35% | 81 |
|
|
2016
Q2 | $5.36M | Buy |
96,728
+2,686
| +3% | +$149K | 0.34% | 80 |
|
|
2016
Q1 | $4.95M | Buy |
94,042
+8,794
| +10% | +$463K | 0.32% | 86 |
|
|
2015
Q4 | $4.8M | Buy |
85,248
+4,633
| +6% | +$261K | 0.3% | 94 |
|
|
2015
Q3 | $4.8M | Buy |
80,615
+238
| +0.3% | +$14.2K | 0.31% | 93 |
|
|
2015
Q2 | $5.28M | Sell |
80,377
-1,100
| -1% | -$72.3K | 0.31% | 92 |
|
|
2015
Q1 | $5.44M | Sell |
81,477
-1,671
| -2% | -$112K | 0.31% | 93 |
|
|
2014
Q4 | $4.56M | Sell |
83,148
-36
| -0% | -$1.97K | 0.26% | 107 |
|
|
2014
Q3 | $3.34M | Buy |
83,184
+787
| +1% | +$31.6K | 0.19% | 139 |
|
|
2014
Q2 | $3.55M | Buy |
82,397
+6,787
| +9% | +$292K | 0.2% | 137 |
|
|
2014
Q1 | $3.39M | Sell |
75,610
-946
| -1% | -$42.4K | 0.19% | 140 |
|
|
2013
Q4 | $3.37M | Sell |
76,556
-1,450
| -2% | -$63.8K | 0.19% | 145 |
|
|
2013
Q3 | $3.51M | Buy |
78,006
+4,226
| +6% | +$190K | 0.22% | 131 |
|
|
2013
Q2 | $2.75M | Buy |
+73,780
| New | +$2.75M | 0.18% | 155 |
|