Milestone Asset Management’s BlackBerry BB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$780K Sell
170,384
-58,274
-25% -$267K 0.16% 111
2025
Q1
$862K Buy
228,658
+81,210
+55% +$306K 0.18% 99
2024
Q4
$557K Buy
+147,448
New +$557K 0.12% 147