WALDRON PRIVATE WEALTH LLC – Morgan Stanley Transaction History
WALDRON PRIVATE WEALTH LLC portfolio value:
$730,000
portfolio value
WALDRON PRIVATE WEALTH 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 | +11.78% | 974 shares | 101K | $79.01 | 9.24K |
| Q2 2022 | share | Increase | +6.27% | 488 shares | -51K | $76.06 | 8.27K |
| Q1 2022 | share | Increase | +8.67% | 621 shares | -23K | $87.4 | 7.78K |
| Q4 2021 | share | Increase | +5.95% | 402 shares | 46K | $98.8 | 7.16K |
| Q3 2021 | share | Increase | +26.19% | 1.40K shares | 166K | $96.65 | 6.76K |
| Q2 2021 | share | Decrease | -0.67% | -36 shares | 73K | $90.41 | 5.35K |
| Q1 2021 | share | Increase | +55.91% | 1.93K shares | 181K | $76.26 | 5.39K |
| Q4 2020 | share | Increase | 0.00% | 3.45K shares | 237K | $66.95 | 3.45K |