AVIDIAN WEALTH SOLUTIONS, LLC – Morgan Stanley Transaction History
AVIDIAN WEALTH SOLUTIONS, LLC portfolio value:
$475,000
portfolio value
AVIDIAN WEALTH SOLUTIONS, 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 | +0.12% | 7 shares | 18K | $79.01 | 6.00K |
| Q2 2022 | share | Decrease | -47.08% | -5.33K shares | -534K | $76.06 | 6.00K |
| Q1 2022 | share | Decrease | -11.02% | -1.40K shares | -260K | $87.4 | 11.34K |
| Q4 2021 | share | Increase | +55.82% | 4.56K shares | 455K | $98.8 | 12.74K |
| Q3 2021 | share | Increase | +3.65% | 288 shares | 72K | $96.65 | 8.18K |
| Q2 2021 | share | Increase | +21.28% | 1.38K shares | 219K | $90.41 | 7.89K |
| Q1 2021 | share | Increase | 0.00% | 6.50K shares | 505K | $76.26 | 6.50K |
| Q4 2020 | share | Increase | +0.06% | 4 shares | 129K | $66.95 | 6.38K |
| Q3 2020 | share | Increase | +1.06% | 67 shares | 4K | $46.9 | 6.38K |
| Q2 2020 | share | Increase | +4.24% | 257 shares | 99K | $46.52 | 6.31K |
| Q1 2020 | share | Decrease | -1.83% | -113 shares | -110K | $32.47 | 6.06K |
| Q4 2019 | share | Increase | +2.13% | 129 shares | 58K | $48.5 | 6.17K |
| Q3 2019 | share | Increase | +6.13% | 349 shares | 8K | $40.18 | 6.04K |
| Q2 2019 | share | Increase | +7.09% | 377 shares | 26K | $40.93 | 5.69K |
| Q1 2019 | share | Decrease | -2.99% | -164 shares | 7K | $39.18 | 5.31K |
| Q4 2018 | share | Increase | +9.33% | 468 shares | -17K | $36.56 | 5.48K |
| Q3 2018 | share | Increase | +0.93% | 46 shares | -1K | $42.65 | 5.01K |
| Q2 2018 | share | 0.00% | 0 shares | -33K | $43.16 | 4.96K | |
| Q1 2018 | share | Increase | 0.00% | 4.96K shares | 268K | $48.9 | 4.96K |