INTEGRATED WEALTH CONCEPTS LLC – Salesforce, Inc. Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
$2.58M
portfolio value
INTEGRATED WEALTH CONCEPTS 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 | Decrease | -11.04% | -2.23K shares | -749K | $143.84 | 17.98K |
| Q2 2022 | share | Increase | +25.93% | 4.16K shares | -72K | $165.04 | 20.21K |
| Q1 2022 | share | Decrease | -7.45% | -1.29K shares | -1M | $212.32 | 16.05K |
| Q4 2021 | share | Increase | +1.59% | 271 shares | -223K | $255.33 | 17.34K |
| Q3 2021 | share | Increase | +29.00% | 3.83K shares | 1.39M | $271.22 | 17.07K |
| Q2 2021 | share | Increase | +4.91% | 620 shares | 560K | $244.27 | 13.23K |
| Q1 2021 | share | Increase | +99.05% | 6.27K shares | 1.26M | $211.87 | 12.61K |
| Q4 2020 | share | Increase | +16.55% | 900 shares | 43K | $222.53 | 6.33K |
| Q3 2020 | share | Increase | +9.13% | 455 shares | 434K | $251.32 | 5.43K |
| Q2 2020 | share | Increase | +24.17% | 970 shares | 355K | $187.33 | 4.98K |
| Q1 2020 | share | Increase | +25.88% | 825 shares | 60K | $143.98 | 4.01K |
| Q4 2019 | share | Increase | +25.22% | 642 shares | 140K | $162.64 | 3.18K |
| Q3 2019 | share | Decrease | -4.39% | -117 shares | -28K | $148.44 | 2.54K |
| Q2 2019 | share | Increase | +29.84% | 612 shares | 81K | $151.73 | 2.66K |
| Q1 2019 | share | Decrease | -4.96% | -107 shares | 29K | $158.37 | 2.05K |
| Q4 2018 | share | Increase | +28.00% | 472 shares | 26K | $136.97 | 2.15K |
| Q3 2018 | share | Increase | +11.95% | 180 shares | 59K | $159.03 | 1.68K |
| Q2 2018 | share | Increase | 0.00% | 1.50K shares | 211K | $136.4 | 1.50K |