CRESTWOOD ADVISORS GROUP LLC – Morgan Stanley Transaction History
CRESTWOOD ADVISORS GROUP LLC portfolio value:
$12.07M
portfolio value
CRESTWOOD ADVISORS GROUP 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 | +17.35% | 22.58K shares | 2.16M | $79.01 | 152.81K |
| Q2 2022 | share | Decrease | -0.14% | -186 shares | -1.49M | $76.06 | 130.22K |
| Q1 2022 | share | Decrease | -1.01% | -1.33K shares | -1.53M | $87.4 | 130.41K |
| Q4 2021 | share | Increase | +1.53% | 1.98K shares | 305K | $98.8 | 131.74K |
| Q3 2021 | share | Decrease | -3.78% | -5.1K shares | 261K | $96.65 | 129.76K |
| Q2 2021 | share | Increase | +242.73% | 95.51K shares | 9.31M | $90.41 | 134.86K |
| Q1 2021 | share | Increase | +218.34% | 26.98K shares | 2.20M | $76.26 | 39.35K |
| Q4 2020 | share | Increase | +3.73% | 445 shares | 271K | $66.95 | 12.36K |
| Q3 2020 | share | Decrease | -1.56% | -189 shares | -9K | $46.9 | 11.91K |
| Q2 2020 | share | Decrease | -62.01% | -19.75K shares | -498K | $46.52 | 12.10K |
| Q1 2020 | share | Decrease | -1.78% | -578 shares | -575K | $32.47 | 31.86K |
| Q4 2019 | share | Decrease | -0.92% | -300 shares | 261K | $48.5 | 32.43K |
| Q3 2019 | share | Decrease | -0.61% | -200 shares | -46K | $40.18 | 32.73K |
| Q2 2019 | share | Increase | 0.00% | 32.93K shares | 1.44M | $40.93 | 32.93K |