Milestones Private Investment Advisors LLC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 4 quarters from 2025-06-30 to 2026-06-30, Milestones Private Investment Advisors LLC opened 1 positions, added to 20, reduced 39 and sold out of 19.
- Q1 2026: Stock INTU; Country of operation United States; Class COM; Shares before 1,753.
- Q1 2026: Stock AMGN; Country of operation United States; Class COM; Shares before 3,124.
- Q1 2026: Stock PAYX; Country of operation United States; Class COM; Shares before 8,170.
- Q1 2026: Stock USB; Country of operation United States; Class COM NEW; Shares before 14,189.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1726041), 4 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-06-30.
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