WILLIAMS JONES WEALTH MANAGEMENT, LLC. – Morgan Stanley Transaction History
WILLIAMS JONES WEALTH MANAGEMENT, LLC. portfolio value:
$2.98M
portfolio value
WILLIAMS JONES 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 | +14.97% | 4.92K shares | 486K | $79.01 | 37.8K |
| Q2 2022 | share | Increase | +19.02% | 5.25K shares | 87K | $76.06 | 32.87K |
| Q1 2022 | share | Decrease | -16.72% | -5.54K shares | -842K | $87.4 | 27.62K |
| Q4 2021 | share | Increase | +2.58% | 835 shares | 109K | $98.8 | 33.17K |
| Q3 2021 | share | Decrease | -0.12% | -40 shares | 179K | $96.65 | 32.33K |
| Q2 2021 | share | Increase | +14.06% | 3.99K shares | 764K | $90.41 | 32.37K |
| Q1 2021 | share | Increase | +59.63% | 10.60K shares | 985K | $76.26 | 28.38K |
| Q4 2020 | share | Increase | +105.09% | 9.11K shares | 800K | $66.95 | 17.78K |
| Q3 2020 | share | Decrease | -17.19% | -1.8K shares | -87K | $46.9 | 8.67K |
| Q2 2020 | share | Increase | 0.00% | 10.47K shares | 506K | $46.52 | 10.47K |