YORKBRIDGE WEALTH PARTNERS, LLC – Salesforce, Inc. Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$5.34M
portfolio value
YORKBRIDGE WEALTH PARTNERS, LLC quarter portfolio value change:
-12.85%
quarter
Salesforce, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.86% | 3.63K shares | -187K | $143.84 | 37.13K |
| Q2 2022 | share | Decrease | -1.16% | -393 shares | -1.66M | $165.04 | 33.50K |
| Q1 2022 | share | Increase | +42.40% | 10.09K shares | 1.14M | $212.32 | 33.89K |
| Q4 2021 | share | Increase | +4.76% | 1.08K shares | -114K | $255.33 | 23.80K |
| Q3 2021 | share | Increase | +4.57% | 993 shares | 855K | $271.22 | 22.72K |
| Q2 2021 | share | Increase | +0.40% | 86 shares | 722K | $244.27 | 21.72K |
| Q1 2021 | share | Increase | +27.42% | 4.65K shares | 806K | $211.87 | 21.64K |
| Q4 2020 | share | Increase | +5.67% | 911 shares | -260K | $222.53 | 16.98K |
| Q3 2020 | share | Increase | +14.55% | 2.04K shares | 1.41M | $251.32 | 16.07K |
| Q2 2020 | share | Increase | +24.25% | 2.73K shares | 1.00M | $187.33 | 14.03K |
| Q1 2020 | share | Increase | +61.37% | 4.29K shares | 488K | $143.98 | 11.29K |
| Q4 2019 | share | Increase | 0.00% | 6.99K shares | 1.13M | $162.64 | 6.99K |
| Q3 2019 | share | Decrease | -100.00% | -1.17K shares | -178K | $148.44 | 0 |
| Q2 2019 | share | 0.00% | 0 shares | -7K | $151.73 | 1.17K | |
| Q1 2019 | share | Decrease | -4.10% | -50 shares | 18K | $158.37 | 1.17K |
| Q4 2018 | share | Increase | +48.78% | 400 shares | 36K | $136.97 | 1.22K |
| Q3 2018 | share | Decrease | -91.07% | -8.36K shares | -1.12M | $159.03 | 820 |
| Q2 2018 | share | Decrease | -0.54% | -50 shares | 132K | $136.4 | 9.18K |
| Q1 2018 | share | Decrease | -1.10% | -103 shares | 116K | $116.3 | 9.23K |
| Q4 2017 | share | Increase | +3.26% | 295 shares | 160K | $102.23 | 9.34K |
| Q3 2017 | share | Increase | +2.61% | 230 shares | 86K | $93.42 | 9.04K |
| Q2 2017 | share | 0.00% | 0 shares | -9K | $86.6 | 8.81K | |
| Q1 2017 | share | Decrease | -7.21% | -685 shares | 68K | $82.49 | 8.81K |
| Q4 2016 | share | Increase | 0.00% | 9.5K shares | 700K | $68.46 | 9.5K |