OMNIA FAMILY WEALTH, LLC – Morgan Stanley Transaction History
OMNIA FAMILY WEALTH, LLC portfolio value:
$379,000
portfolio value
OMNIA FAMILY 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 | 0.00% | 0 shares | 14K | $79.01 | 4.79K | |
| Q2 2022 | share | 0.00% | 0 shares | -54K | $76.06 | 4.79K | |
| Q1 2022 | share | 0.00% | 0 shares | -52K | $87.4 | 4.79K | |
| Q4 2021 | share | 0.00% | 0 shares | 4K | $98.8 | 4.79K | |
| Q3 2021 | share | Increase | +65.65% | 1.9K shares | 202K | $96.65 | 4.79K |
| Q2 2021 | share | 0.00% | 0 shares | 40K | $90.41 | 2.89K | |
| Q1 2021 | share | Decrease | -2.30% | -68 shares | 22.01K | $76.26 | 2.89K |
| Q4 2020 | share | Increase | 0.00% | 2.96K shares | 202.98K | $66.95 | 2.96K |
| Q2 2019 | share | Decrease | -100.00% | -2.42K shares | -102K | $40.93 | 0 |
| Q1 2019 | share | 0.00% | 0 shares | 6K | $39.18 | 2.42K | |
| Q4 2018 | share | Increase | +3.72% | 87 shares | -13K | $36.56 | 2.42K |
| Q3 2018 | share | Decrease | -5.42% | -134 shares | -8K | $42.65 | 2.33K |
| Q2 2018 | share | 0.00% | 0 shares | -16K | $43.16 | 2.47K | |
| Q1 2018 | share | Decrease | -3.93% | -101 shares | -2K | $48.9 | 2.47K |
| Q4 2017 | share | Increase | +5.89% | 143 shares | 18K | $47.34 | 2.57K |
| Q3 2017 | share | 0.00% | 0 shares | 9K | $43.24 | 2.42K | |
| Q2 2017 | share | Increase | +5.84% | 134 shares | 10K | $39.79 | 2.42K |
| Q1 2017 | share | 0.00% | 0 shares | 1K | $38.08 | 2.29K | |
| Q4 2016 | share | Increase | 0.00% | 2.29K shares | 97K | $37.38 | 2.29K |