MONETA GROUP INVESTMENT ADVISORS LLC – Morgan Stanley Transaction History
MONETA GROUP INVESTMENT ADVISORS LLC portfolio value:
$668,000
portfolio value
MONETA GROUP INVESTMENT ADVISORS LLC quarter portfolio value change:
+3.88%
quarter
Morgan Stanley 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.49% | 41 shares | 28K | $79.01 | 8.45K |
| Q2 2022 | share | Increase | +11.59% | 874 shares | -19K | $76.06 | 8.41K |
| Q1 2022 | share | Increase | +30.07% | 1.74K shares | 90K | $87.4 | 7.54K |
| Q4 2021 | share | Decrease | -8.42% | -533 shares | -47K | $98.8 | 5.79K |
| Q3 2021 | share | Decrease | -49.92% | -6.31K shares | -543K | $96.65 | 6.33K |
| Q2 2021 | share | Increase | +9.19% | 1.06K shares | 260K | $90.41 | 12.64K |
| Q1 2021 | share | Increase | +13.49% | 1.37K shares | 200K | $76.26 | 11.57K |
| Q4 2020 | share | Increase | +12.09% | 1.1K shares | 259K | $66.95 | 10.2K |
| Q3 2020 | share | Decrease | -1.89% | -175 shares | -8K | $46.9 | 9.1K |
| Q2 2020 | share | Decrease | -5.59% | -549 shares | 114K | $46.52 | 9.27K |
| Q1 2020 | share | Decrease | -32.32% | -4.69K shares | -408K | $32.47 | 9.82K |
| Q4 2019 | share | Decrease | -1.38% | -203 shares | 114K | $48.5 | 14.51K |
| Q3 2019 | share | Increase | +33.78% | 3.71K shares | 146K | $40.18 | 14.71K |
| Q2 2019 | share | Increase | +0.06% | 7 shares | 18K | $40.93 | 11.00K |
| Q1 2019 | share | Decrease | -0.01% | -1 shares | 28K | $39.18 | 10.99K |
| Q4 2018 | share | Increase | +4.72% | 496 shares | -53K | $36.56 | 10.99K |
| Q3 2018 | share | Decrease | -0.47% | -50 shares | -11K | $42.65 | 10.5K |
| Q2 2018 | share | Increase | +11.05% | 1.05K shares | -13K | $43.16 | 10.55K |
| Q1 2018 | share | Increase | +5.36% | 483 shares | 40K | $48.9 | 9.5K |
| Q4 2017 | share | Increase | +12.54% | 1.00K shares | 87K | $47.34 | 9.01K |
| Q3 2017 | share | Decrease | -30.39% | -3.49K shares | -127K | $43.24 | 8.01K |
| Q2 2017 | share | Increase | +4.54% | 500 shares | 41K | $39.79 | 11.51K |
| Q1 2017 | share | Decrease | -0.33% | -37 shares | 5K | $38.08 | 11.01K |
| Q4 2016 | share | Increase | +0.34% | 37 shares | 114K | $37.38 | 11.04K |
| Q3 2016 | share | 0.00% | 0 shares | 67K | $28.2 | 11.01K | |
| Q2 2016 | share | 0.00% | 0 shares | 11K | $22.7 | 11.01K | |
| Q1 2016 | share | Increase | +15.77% | 1.5K shares | -28K | $21.73 | 11.01K |