MAI Capital Management’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$135K Sell
2025
Q2
$256K Buy
2025
Q1
$105K Buy
2024
Q4
$102K Buy
2024
Q3
Sell
2024
Q2
$4.31M Sell
2024
Q1
$3.99M Sell
2023
Q4
$3.96M Sell
2023
Q3
$3.47M Sell
2023
Q2
$3.75M Sell
2023
Q1
$3.43M Buy
2022
Q4
$2.67M Buy
2022
Q3
$1.01M Buy
2021
Q1
Sell
2020
Q4
$227K Buy