HCR WEALTH ADVISORS – Morgan Stanley Transaction History
HCR WEALTH ADVISORS portfolio value:
$1.99M
portfolio value
HCR WEALTH ADVISORS 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 | -1.18% | -301 shares | 51K | $79.01 | 25.24K |
| Q2 2022 | share | Decrease | -3.79% | -1.00K shares | -377K | $76.06 | 25.54K |
| Q1 2022 | share | Increase | +0.34% | 89 shares | -277K | $87.4 | 26.54K |
| Q4 2021 | share | Decrease | -3.50% | -961 shares | -71K | $98.8 | 26.45K |
| Q3 2021 | share | Increase | +2.36% | 631 shares | 212K | $96.65 | 27.42K |
| Q2 2021 | share | Increase | +12.27% | 2.92K shares | 603K | $90.41 | 26.78K |
| Q1 2021 | share | Decrease | -14.61% | -4.08K shares | -62K | $76.26 | 23.86K |
| Q4 2020 | share | Increase | +9.87% | 2.51K shares | 685K | $66.95 | 27.94K |
| Q3 2020 | share | Increase | +7.46% | 1.76K shares | 101K | $46.9 | 25.43K |
| Q2 2020 | share | Decrease | -4.14% | -1.02K shares | 290K | $46.52 | 23.66K |
| Q1 2020 | share | Decrease | -5.88% | -1.54K shares | -496K | $32.47 | 24.68K |
| Q4 2019 | share | Decrease | -0.71% | -187 shares | 199K | $48.5 | 26.23K |
| Q3 2019 | share | Increase | +21.13% | 4.60K shares | 181K | $40.18 | 26.41K |
| Q2 2019 | share | Decrease | -12.64% | -3.15K shares | -121K | $40.93 | 21.80K |
| Q1 2019 | share | Decrease | -32.16% | -11.83K shares | -383K | $39.18 | 24.96K |
| Q4 2018 | share | Decrease | -3.55% | -1.35K shares | -247K | $36.56 | 36.79K |
| Q3 2018 | share | Increase | +14.06% | 4.70K shares | 113K | $42.65 | 38.15K |
| Q2 2018 | share | Increase | +2.88% | 937 shares | -162K | $43.16 | 33.45K |
| Q1 2018 | share | Decrease | -0.10% | -34 shares | 47K | $48.9 | 32.51K |
| Q4 2017 | share | Increase | +3.93% | 1.23K shares | 199K | $47.34 | 32.54K |
| Q3 2017 | share | Increase | +4.52% | 1.35K shares | 174K | $43.24 | 31.31K |
| Q2 2017 | share | Increase | +15.38% | 3.99K shares | 222K | $39.79 | 29.96K |
| Q1 2017 | share | Increase | +26.58% | 5.45K shares | 246K | $38.08 | 25.97K |