APRIO WEALTH MANAGEMENT, LLC – Morgan Stanley Transaction History
APRIO WEALTH MANAGEMENT, LLC portfolio value:
$205,000
portfolio value
APRIO 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 | -15.86% | -490 shares | -30K | $79.01 | 2.6K |
| Q2 2022 | share | Increase | 0.00% | 3.09K shares | 235K | $76.06 | 3.09K |
| Q1 2022 | share | Decrease | -100.00% | -2.05K shares | -201K | $87.4 | 0 |
| Q4 2021 | share | Increase | 0.00% | 2.05K shares | 201K | $98.8 | 2.05K |