ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC – Morgan Stanley Transaction History
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC portfolio value:
$398,000
portfolio value
ROBERTSON STEPHENS 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 | Increase | +0.98% | 49 shares | 18K | $79.01 | 5.04K |
| Q2 2022 | share | Increase | 0.00% | 5K shares | 380K | $76.06 | 5K |
| Q4 2021 | share | Decrease | -100.00% | -2.22K shares | -216K | $98.8 | 0 |
| Q3 2021 | share | Increase | 0.00% | 2.22K shares | 216K | $96.65 | 2.22K |