PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC – Morgan Stanley Transaction History
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC portfolio value:
$4.34M
portfolio value
PINNACLE WEALTH MANAGEMENT ADVISORY 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 | Decrease | -4.55% | -2.62K shares | -38K | $79.01 | 54.94K |
| Q2 2022 | share | Increase | +5.00% | 2.74K shares | -413K | $76.06 | 57.57K |
| Q1 2022 | share | Increase | +54.31% | 19.29K shares | 1.30M | $87.4 | 54.82K |
| Q4 2021 | share | Increase | +50.62% | 11.94K shares | 1.19M | $98.8 | 35.53K |
| Q3 2021 | share | Decrease | -2.66% | -645 shares | 74K | $96.65 | 23.59K |
| Q2 2021 | share | Increase | +6.15% | 1.40K shares | 449K | $90.41 | 24.23K |
| Q1 2021 | share | Decrease | -9.91% | -2.51K shares | 36K | $76.26 | 22.83K |
| Q4 2020 | share | Increase | 0.00% | 25.34K shares | 1.73M | $66.95 | 25.34K |