INSIGHT WEALTH STRATEGIES, LLC – Salesforce, Inc. Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$1.69M
portfolio value
INSIGHT WEALTH STRATEGIES, 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 | 0.00% | 0 shares | 0 | $143.84 | 10.29K | |
| Q2 2022 | share | Increase | +0.88% | 90 shares | -468K | $165.04 | 10.29K |
| Q1 2022 | share | Increase | +5.75% | 555 shares | -286K | $212.32 | 10.20K |
| Q4 2021 | share | Increase | +0.49% | 47 shares | -152K | $255.33 | 9.65K |
| Q3 2021 | share | Increase | +3.24% | 301 shares | 332K | $271.22 | 9.60K |
| Q2 2021 | share | Decrease | -19.79% | -2.29K shares | -185K | $244.27 | 9.30K |
| Q1 2021 | share | Increase | +20.93% | 2.00K shares | 323K | $211.87 | 11.6K |
| Q4 2020 | share | 0.00% | 0 shares | -276K | $222.53 | 9.59K | |
| Q3 2020 | share | Increase | +32.74% | 2.36K shares | 1.05M | $251.32 | 9.59K |
| Q2 2020 | share | Increase | +28.35% | 1.59K shares | 543K | $187.33 | 7.22K |
| Q1 2020 | share | Decrease | -63.42% | -9.76K shares | -1.69M | $143.98 | 5.63K |
| Q4 2019 | share | Decrease | -3.13% | -498 shares | 145K | $162.64 | 15.39K |
| Q3 2019 | share | Increase | +15.15% | 2.09K shares | 265K | $148.44 | 15.89K |
| Q2 2019 | share | Increase | +25.20% | 2.77K shares | 348K | $151.73 | 13.8K |
| Q1 2019 | share | Increase | +4.57% | 482 shares | 302K | $158.37 | 11.02K |
| Q4 2018 | share | Increase | 0.00% | 10.54K shares | 1.44M | $136.97 | 10.54K |