BELL & BROWN WEALTH ADVISORS, LLC – Morgan Stanley Transaction History
BELL & BROWN WEALTH ADVISORS, LLC portfolio value:
$334,000
portfolio value
BELL & BROWN WEALTH ADVISORS, 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 | +0.86% | 36 shares | 15K | $79.01 | 4.23K |
| Q2 2022 | share | Increase | +0.87% | 36 shares | -44K | $76.06 | 4.19K |
| Q1 2022 | share | Decrease | -10.11% | -468 shares | -138K | $87.4 | 4.15K |
| Q4 2021 | share | Increase | +0.70% | 32 shares | 54K | $98.8 | 4.62K |
| Q3 2021 | share | Decrease | -8.99% | -454 shares | 190K | $96.65 | 4.59K |
| Q3 2020 | share | Increase | +0.68% | 34 shares | 7K | $46.9 | 5.04K |
| Q2 2020 | share | Increase | 0.00% | 5.01K shares | 250K | $46.52 | 5.01K |
| Q1 2020 | share | Decrease | -100.00% | -4.84K shares | -254K | $32.47 | 0 |
| Q4 2019 | share | Increase | 0.00% | 4.84K shares | 254K | $48.5 | 4.84K |
| Q3 2019 | share | Decrease | -100.00% | -4.76K shares | -209K | $40.18 | 0 |
| Q2 2019 | share | Increase | +0.68% | 32 shares | 9K | $40.93 | 4.76K |
| Q1 2019 | share | Increase | 0.00% | 4.73K shares | 200K | $39.18 | 4.73K |
| Q4 2018 | share | Decrease | -100.00% | -4.66K shares | -213K | $36.56 | 0 |
| Q3 2018 | share | Increase | +0.63% | 29 shares | -7K | $42.65 | 4.66K |
| Q2 2018 | share | Increase | +0.46% | 21 shares | -17K | $43.16 | 4.63K |
| Q1 2018 | share | Increase | +0.44% | 20 shares | -4K | $48.9 | 4.61K |
| Q4 2017 | share | Increase | 0.00% | 4.59K shares | 241K | $47.34 | 4.59K |