Milestone Investment Advisors LLC Purchases and Sells in Q1 2025

Milestone Investment Advisors LLC

  • $349 Million
  • Q1 2025

Top Buys

Incresed Positions

35 operations
Stock Shares change Price Range Shares Held Trade History
30.4K
+ 830.56%
$251.87 - $277.95 $7.65M - $8.44M
34K $8.8M
30K
+ 78.46%
$98.43 - $98.88 $2.95M - $2.97M
68.2K $6.74M
119K
+ 93.49%
$24.1 - $24.34 $2.86M - $2.89M
246K $5.99M
33.5K
+ 27.62%
$50.29 - $50.5 $1.68M - $1.69M
155K $7.78M
18K
+ 24.4%
$60.63 - $68.55 $1.09M - $1.23M
91.8K $6.08M
8.43K
+ 11.69%
$126.11 - $135.06 $1.06M - $1.14M
80.6K $10.4M
View all

New Holdings

7 operations
Stock Shares change Price Range Shares Held Trade History
15.9K
New
$39.97 - $48.7 $636K - $775K
15.9K $636K
311
New
$360.07 - $417.26 $112K - $130K
311 $112K
562
New
$82.81 - $92.93 $46.5K - $52.2K
562 $47K
218
New
$182.82 - $196.21 $39.9K - $42.8K
218 $41K
735
New
N/A
735 $39K
213
New
$113.59 - $123.29 $24.2K - $26.3K
213 $24K
View all

Top Sells

Reduced Positions

45 operations
Stock Shares change Price Range Shares Held Trade History
-119K
- 71.53%
$89.18 - $104.04 $10.6M - $12.4M
47.3K $4.32M
-72.6K
- 6.12%
$24.91 - $29.02 $1.81M - $2.11M
1.11M $27.8M
-3.1K
- 6.43%
$369.1 - $427.61 $1.14M - $1.33M
45.1K $16.7M
-39K
- 3.48%
$21.75 - $24.28 $848K - $947K
1.08M $23.9M
-15.9K
- 2.83%
$65.27 - $71.18 $1.04M - $1.13M
545K $36.2M
-25K
- 6.24%
$25.58 - $29.24 $639K - $730K
375K $9.83M
View all
Activity Summary
Buys All Purchases 42 New Holdings 7 Increased Positions 35 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Milestone Investment Advisors LLC Portfolio

Follow Milestone Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email