PLANTE MORAN FINANCIAL ADVISORS, LLC – Morgan Stanley Transaction History
PLANTE MORAN FINANCIAL ADVISORS, LLC portfolio value:
$137,000
portfolio value
PLANTE MORAN FINANCIAL 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 | 0.00% | 0 shares | 5K | $79.01 | 1.73K | |
| Q2 2022 | share | Increase | +40.47% | 501 shares | 24K | $76.06 | 1.73K |
| Q1 2022 | share | Increase | +19.85% | 205 shares | 7K | $87.4 | 1.23K |
| Q4 2021 | share | Increase | +195.99% | 684 shares | 67K | $98.8 | 1.03K |
| Q3 2021 | share | Decrease | -18.84% | -81 shares | -5K | $96.65 | 349 |
| Q2 2021 | share | Decrease | -61.85% | -697 shares | -49K | $90.41 | 430 |
| Q1 2021 | share | Increase | +201.34% | 753 shares | 62K | $76.26 | 1.12K |
| Q4 2020 | share | Increase | +26.78% | 79 shares | 12K | $66.95 | 374 |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $46.9 | 295 | |
| Q2 2020 | share | Increase | +360.94% | 231 shares | 12K | $46.52 | 295 |
| Q1 2020 | share | Decrease | -74.70% | -189 shares | -11K | $32.47 | 64 |
| Q4 2019 | share | Increase | +232.89% | 177 shares | 10K | $48.5 | 253 |
| Q3 2019 | share | Decrease | -93.14% | -1.03K shares | -46K | $40.18 | 76 |
| Q2 2019 | share | Increase | +5.12% | 54 shares | 5K | $40.93 | 1.10K |
| Q1 2019 | share | Increase | +1686.44% | 995 shares | 42K | $39.18 | 1.05K |
| Q4 2018 | share | 0.00% | 0 shares | -1K | $36.56 | 59 | |
| Q3 2018 | share | 0.00% | 0 shares | 0 | $42.65 | 59 | |
| Q2 2018 | share | Decrease | -87.55% | -415 shares | -23K | $43.16 | 59 |
| Q1 2018 | share | Increase | +14.22% | 59 shares | 4K | $48.9 | 474 |
| Q4 2017 | share | 0.00% | 0 shares | 2K | $47.34 | 415 | |
| Q3 2017 | share | 0.00% | 0 shares | 2K | $43.24 | 415 | |
| Q2 2017 | share | Decrease | -6.53% | -29 shares | -1K | $39.79 | 415 |
| Q1 2017 | share | Decrease | -18.08% | -98 shares | -4K | $38.08 | 444 |
| Q4 2016 | share | 0.00% | 0 shares | 6K | $37.38 | 542 | |
| Q3 2016 | share | Decrease | -48.96% | -520 shares | -11K | $28.2 | 542 |
| Q2 2016 | share | Increase | +95.94% | 520 shares | 14K | $22.7 | 1.06K |
| Q1 2016 | share | Decrease | -25.85% | -189 shares | -9K | $21.73 | 542 |