MAI Capital Management’s Thomson Reuters TRI Stock Holding History

MAI Capital Management’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$82.5K	Buy
2025 Q1	$4.49K	Hold
2024 Q4	$4.17K	Buy
2024 Q3	–	Sell
2024 Q2	$239K	Sell
2024 Q1	$235K	Buy