MERIDIAN WEALTH MANAGEMENT, LLC – Morgan Stanley Transaction History
MERIDIAN WEALTH MANAGEMENT, LLC portfolio value:
$1.26M
portfolio value
MERIDIAN WEALTH MANAGEMENT, 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 | -3.19% | -525 shares | 8K | $79.01 | 15.95K |
| Q2 2022 | share | Increase | +6.23% | 966 shares | -103K | $76.06 | 16.47K |
| Q1 2022 | share | Decrease | -1.52% | -239 shares | -190K | $87.4 | 15.51K |
| Q4 2021 | share | Increase | +5.17% | 775 shares | 89K | $98.8 | 15.75K |
| Q3 2021 | share | Decrease | -1.09% | -165 shares | 69K | $96.65 | 14.97K |
| Q2 2021 | share | 0.00% | 0 shares | 212K | $90.41 | 15.14K | |
| Q1 2021 | share | Increase | +1.34% | 200 shares | 153K | $76.26 | 15.14K |
| Q4 2020 | share | Increase | +30.50% | 3.49K shares | 470K | $66.95 | 14.94K |
| Q3 2020 | share | Decrease | -6.53% | -800 shares | -38K | $46.9 | 11.45K |
| Q2 2020 | share | 0.00% | 0 shares | 175K | $46.52 | 12.25K | |
| Q1 2020 | share | Increase | +7.93% | 900 shares | -164K | $32.47 | 12.25K |
| Q4 2019 | share | 0.00% | 0 shares | 96K | $48.5 | 11.35K | |
| Q3 2019 | share | 0.00% | 0 shares | 479.02K | $40.18 | 11.35K | |
| Q2 2019 | share | Decrease | -72.77% | -30.32K shares | -1.75M | $40.93 | 11.35K |
| Q1 2019 | share | Increase | +0.52% | 217 shares | 115K | $39.18 | 41.67K |
| Q4 2018 | share | Decrease | -24.73% | -13.62K shares | -921K | $36.56 | 41.46K |
| Q3 2018 | share | Increase | +0.46% | 252 shares | -34K | $42.65 | 55.08K |
| Q2 2018 | share | Increase | +0.16% | 86 shares | -355K | $43.16 | 54.83K |
| Q1 2018 | share | Increase | +0.18% | 97 shares | 320K | $48.9 | 54.74K |
| Q4 2017 | share | 0.00% | 0 shares | 1K | $47.34 | 54.64K | |
| Q3 2017 | share | Decrease | -0.03% | -15 shares | 197K | $43.24 | 54.64K |
| Q2 2017 | share | Decrease | -22.64% | -16K shares | -591K | $39.79 | 54.66K |
| Q1 2017 | share | 0.00% | 0 shares | 42K | $38.08 | 70.66K | |
| Q4 2016 | share | Increase | 0.00% | 70.66K shares | 2.98M | $37.38 | 70.66K |