Valeo Financial Advisors’s Milestone Pharmaceuticals MIST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
130,699
+110,699
| +553% | +$215K | 0.01% | 630 |
|
|
2025
Q1 | $16K | Hold |
20,000
| – | – | ﹤0.01% | 671 |
|
|
2024
Q4 | $47.2K | Hold |
20,000
| – | – | ﹤0.01% | 680 |
|
|
2024
Q3 | $30.4K | Buy |
20,000
+10,000
| +100% | +$15.2K | ﹤0.01% | 685 |
|
|
2024
Q2 | $13.2K | Hold |
10,000
| – | – | ﹤0.01% | 652 |
|
|
2024
Q1 | $16.6K | Hold |
10,000
| – | – | ﹤0.01% | 644 |
|
|
2023
Q4 | $16.7K | Sell |
10,000
-110,699
| -92% | -$185K | ﹤0.01% | 630 |
|
|
2023
Q3 | $374K | Buy |
120,699
+2,000
| +2% | +$6.2K | 0.02% | 401 |
|
|
2023
Q2 | $338K | Buy |
118,699
+5,000
| +4% | +$14.3K | 0.02% | 404 |
|
|
2023
Q1 | $448K | Hold |
113,699
| – | – | 0.02% | 358 |
|
|
2022
Q4 | $450K | Buy |
113,699
+38,199
| +51% | +$151K | 0.02% | 301 |
|
|
2022
Q3 | $694K | Buy |
+75,500
| New | +$694K | 0.04% | 208 |
|