MAP

Milestone Advisory Partners’s Visa V Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$348K	Hold	1,514	–	–	0.29%	46
2023 Q2	$360K	Hold	1,514	–	–	0.33%	43
2023 Q1	$341K	Hold	1,514	–	–	0.31%	46
2022 Q4	$315K	Hold	1,514	–	–	0.23%	52
2022 Q3	$269K	Hold	1,514	–	–	0.2%	56
2022 Q2	$302K	Hold	1,514	–	–	0.24%	50
2022 Q1	$336K	Buy	1,514 +114	+8%	+$25.3K	0.18%	58
2021 Q4	$303K	Hold	1,400	–	–	0.15%	66
2021 Q3	$312K	Hold	1,400	–	–	0.18%	63
2021 Q2	$327K	Hold	1,400	–	–	0.17%	63
2021 Q1	$296K	Hold	1,400	–	–	0.16%	56
2020 Q4	$306K	Hold	1,400	–	–	0.17%	48
2020 Q3	$280K	Hold	1,400	–	–	0.17%	42
2020 Q2	$270K	Hold	1,400	–	–	0.16%	44
2020 Q1	$226K	Hold	1,400	–	–	0.16%	39
2019 Q4	$263K	Hold	1,400	–	–	0.14%	52
2019 Q3	$241K	Hold	1,400	–	–	0.14%	53
2019 Q2	$243K	Hold	1,400	–	–	0.15%	50
2019 Q1	$219K	Buy	+1,400	New	+$219K	0.14%	49
2018 Q4	–	Sell	-1,400	Closed	-$210K	–	49
2018 Q3	$210K	Buy	+1,400	New	+$210K	0.15%	46