Milestone Advisory Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $348K | Hold |
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|
2023
Q2 | $360K | Hold |
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|
2023
Q1 | $341K | Hold |
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|
2022
Q4 | $315K | Hold |
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|
2022
Q3 | $269K | Hold |
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|
2022
Q2 | $302K | Hold |
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|
2022
Q1 | $336K | Buy |
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|
2021
Q4 | $303K | Hold |
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|
2021
Q3 | $312K | Hold |
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|
2021
Q2 | $327K | Hold |
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|
2021
Q1 | $296K | Hold |
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|
2020
Q4 | $306K | Hold |
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|
2020
Q3 | $280K | Hold |
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|
2020
Q2 | $270K | Hold |
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|
2020
Q1 | $226K | Hold |
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|
2019
Q4 | $263K | Hold |
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|
2019
Q3 | $241K | Hold |
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|
2019
Q2 | $243K | Hold |
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|
2019
Q1 | $219K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $210K | Buy |
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