JUPITER WEALTH MANAGEMENT LLC – Morgan Stanley Transaction History
JUPITER WEALTH MANAGEMENT LLC portfolio value:
$3.76M
portfolio value
JUPITER 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 | +2.79% | 1.29K shares | 239K | $79.01 | 47.63K |
| Q2 2022 | share | Decrease | -6.11% | -3.01K shares | -789K | $76.06 | 46.33K |
| Q1 2022 | share | Decrease | -35.33% | -26.96K shares | -3.17M | $87.4 | 49.35K |
| Q4 2021 | share | Decrease | -9.24% | -7.77K shares | -731K | $98.8 | 76.32K |
| Q3 2021 | share | Decrease | -7.93% | -7.24K shares | -887K | $96.65 | 84.09K |
| Q2 2021 | share | Decrease | -6.44% | -6.29K shares | 944K | $90.41 | 91.33K |
| Q1 2021 | share | Increase | +3.64% | 3.43K shares | 1.70M | $76.26 | 97.63K |
| Q4 2020 | share | Increase | +3.84% | 3.48K shares | 2.07M | $66.95 | 94.2K |
| Q3 2020 | share | Decrease | -27.31% | -34.07K shares | -2.08M | $46.9 | 90.72K |
| Q2 2020 | share | Decrease | -4.59% | -6.01K shares | 1.44M | $46.52 | 124.79K |
| Q1 2020 | share | Increase | 0.00% | 130.80K shares | 5.02M | $32.47 | 130.80K |