BUCKLEY WEALTH MANAGEMENT, LLC – Morgan Stanley Transaction History
BUCKLEY WEALTH MANAGEMENT, LLC portfolio value:
$941,000
portfolio value
BUCKLEY 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 | -22.98% | -3.55K shares | -235K | $79.01 | 11.90K |
| Q2 2022 | share | Decrease | -0.23% | -36 shares | -178K | $76.06 | 15.45K |
| Q1 2022 | share | Increase | +24.83% | 3.08K shares | 136K | $87.4 | 15.49K |
| Q4 2021 | share | Increase | +93.45% | 5.99K shares | 594K | $98.8 | 12.41K |
| Q3 2021 | share | Increase | +14.43% | 809 shares | 110K | $96.65 | 6.41K |
| Q2 2021 | share | Increase | +25.27% | 1.13K shares | 166K | $90.41 | 5.60K |
| Q1 2021 | share | Decrease | -31.99% | -2.10K shares | -103K | $76.26 | 4.47K |
| Q4 2020 | share | Decrease | -30.15% | -2.84K shares | -4K | $66.95 | 6.58K |
| Q3 2020 | share | Decrease | -29.63% | -3.96K shares | -192K | $46.9 | 9.42K |
| Q2 2020 | share | Decrease | -0.11% | -15 shares | 191K | $46.52 | 13.38K |
| Q1 2020 | share | Decrease | -0.26% | -35 shares | -231K | $32.47 | 13.40K |
| Q4 2019 | share | 0.00% | 0 shares | 114K | $48.5 | 13.43K | |
| Q3 2019 | share | Decrease | -32.71% | -6.53K shares | -302K | $40.18 | 13.43K |
| Q2 2019 | share | Decrease | -12.90% | -2.95K shares | -92K | $40.93 | 19.96K |
| Q1 2019 | share | 0.00% | 0 shares | 58K | $39.18 | 22.92K | |
| Q4 2018 | share | Increase | +0.22% | 50 shares | -156K | $36.56 | 22.92K |
| Q3 2018 | share | Increase | +0.95% | 216 shares | -9K | $42.65 | 22.87K |
| Q2 2018 | share | Decrease | -0.38% | -86 shares | -153K | $43.16 | 22.66K |
| Q1 2018 | share | Decrease | -0.34% | -78 shares | 29K | $48.9 | 22.74K |
| Q4 2017 | share | Increase | 0.00% | 22.82K shares | 1.19M | $47.34 | 22.82K |