MAI Capital Management’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $264K | Hold |
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|
2025
Q2 | $268K | Buy |
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|
2025
Q1 | $223K | Hold |
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|
2024
Q4 | $270K | Hold |
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|
2024
Q3 | $360K | Hold |
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|
2024
Q2 | $270K | Hold |
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|
2024
Q1 | $287K | Hold |
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|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $232K | Hold |
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|
2023
Q2 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $207K | Hold |
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|
2018
Q2 | $210K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $206K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $203K | Sell |
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|
2016
Q4 | $230K | Sell |
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|
2016
Q3 | $236K | Hold |
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|
2016
Q2 | $204K | Hold |
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|
2016
Q1 | $201K | Hold |
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|
2015
Q4 | $233K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $217K | Buy |
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