MAI Capital Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.18M | Sell |
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|
2025
Q2 | $2.3M | Buy |
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|
2025
Q1 | $2.14M | Buy |
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|
2024
Q4 | $2.23M | Buy |
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|
2024
Q3 | $399K | Sell |
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|
2024
Q2 | $412K | Sell |
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|
2024
Q1 | $529K | Sell |
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|
2023
Q4 | $535K | Buy |
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|
2023
Q3 | $468K | Sell |
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|
2023
Q2 | $448K | Sell |
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|
2023
Q1 | $554K | Buy |
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|
2022
Q4 | $408K | Buy |
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|
2022
Q3 | $320K | Buy |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $504K | Buy |
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|
2021
Q3 | $464K | Buy |
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|
2021
Q2 | $367K | Buy |
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|
2021
Q1 | $275K | Sell |
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|
2020
Q4 | $355K | Buy |
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|
2020
Q3 | $252K | Buy |
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