Zurich Cantonal Bank’s Maximus MMS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
16,378
+965
+6% +$67.7K ﹤0.01% 1160
2025
Q1
$1.05M Hold
15,413
﹤0.01% 1134
2024
Q4
$1.15M Buy
15,413
+2,464
+19% +$184K ﹤0.01% 1113
2024
Q3
$1.21M Buy
12,949
+340
+3% +$31.7K ﹤0.01% 1036
2024
Q2
$1.08M Hold
12,609
﹤0.01% 1035
2024
Q1
$1.06M Sell
12,609
-271
-2% -$22.7K ﹤0.01% 1041
2023
Q4
$1.08M Buy
12,880
+3,444
+36% +$289K ﹤0.01% 1026
2023
Q3
$705K Buy
9,436
+1,489
+19% +$111K ﹤0.01% 1189
2023
Q2
$672K Hold
7,947
﹤0.01% 1182
2023
Q1
$625K Buy
7,947
+738
+10% +$58.1K ﹤0.01% 1171
2022
Q4
$529K Sell
7,209
-1,241
-15% -$91K ﹤0.01% 1231
2022
Q3
$489K Buy
8,450
+1,574
+23% +$91.1K ﹤0.01% 1212
2022
Q2
$430K Sell
6,876
-1,683
-20% -$105K ﹤0.01% 1321
2022
Q1
$641K Buy
8,559
+887
+12% +$66.4K ﹤0.01% 1188
2021
Q4
$611K Sell
7,672
-1,087
-12% -$86.6K ﹤0.01% 1301
2021
Q3
$729K Buy
8,759
+2,436
+39% +$203K ﹤0.01% 1063
2021
Q2
$556K Sell
6,323
-114
-2% -$10K ﹤0.01% 1172
2021
Q1
$573K Sell
6,437
-915
-12% -$81.5K ﹤0.01% 1138
2020
Q4
$538K Hold
7,352
﹤0.01% 1244
2020
Q3
$503K Buy
7,352
+407
+6% +$27.8K ﹤0.01% 1093
2020
Q2
$489K Buy
6,945
+1,229
+22% +$86.5K ﹤0.01% 1016
2020
Q1
$333K Sell
5,716
-362
-6% -$21.1K ﹤0.01% 1001
2019
Q4
$452K Buy
6,078
+263
+5% +$19.6K ﹤0.01% 953
2019
Q3
$449K Buy
5,815
+1,721
+42% +$133K ﹤0.01% 933
2019
Q2
$297K Buy
4,094
+500
+14% +$36.3K ﹤0.01% 1055
2019
Q1
$255K Sell
3,594
-767
-18% -$54.4K ﹤0.01% 1082
2018
Q4
$284K Hold
4,361
﹤0.01% 1035
2018
Q3
$284K Buy
4,361
+295
+7% +$19.2K ﹤0.01% 1116
2018
Q2
$253K Sell
4,066
-303
-7% -$18.9K ﹤0.01% 1129
2018
Q1
$292K Buy
4,369
+788
+22% +$52.7K ﹤0.01% 1026
2017
Q4
$256K Buy
3,581
+1,214
+51% +$86.8K ﹤0.01% 1064
2017
Q3
$153K Hold
2,367
﹤0.01% 1148
2017
Q2
$148K Buy
2,367
+220
+10% +$13.8K ﹤0.01% 1134
2017
Q1
$134K Hold
2,147
﹤0.01% 1166
2016
Q4
$120K Hold
2,147
﹤0.01% 1198
2016
Q3
$121K Buy
2,147
+253
+13% +$14.3K ﹤0.01% 1141
2016
Q2
$105K Sell
1,894
-9,000
-83% -$499K ﹤0.01% 1122
2016
Q1
$573K Buy
10,894
+9,000
+475% +$473K 0.01% 812
2015
Q4
$107K Buy
1,894
+1,076
+132% +$60.8K ﹤0.01% 1110
2015
Q3
$49K Buy
818
+596
+268% +$35.7K ﹤0.01% 1105
2015
Q2
$15K Hold
222
﹤0.01% 1194
2015
Q1
$15K Buy
+222
New +$15K ﹤0.01% 1188