GENEOS WEALTH MANAGEMENT INC. – Salesforce, Inc. Transaction History
GENEOS WEALTH MANAGEMENT INC. portfolio value:
$2.19M
portfolio value
GENEOS WEALTH MANAGEMENT INC. 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 | +992.91% | 13.86K shares | 1.96M | $143.84 | 15.25K |
| Q2 2022 | share | Decrease | -16.31% | -272 shares | -120K | $165.04 | 1.39K |
| Q1 2022 | share | Decrease | -9.79% | -181 shares | -115K | $212.32 | 1.66K |
| Q4 2021 | share | Decrease | -5.08% | -99 shares | -67K | $255.33 | 1.84K |
| Q3 2021 | share | Increase | +18.06% | 298 shares | 127K | $271.22 | 1.94K |
| Q2 2021 | share | Decrease | -59.74% | -2.44K shares | -534K | $244.27 | 1.65K |
| Q1 2021 | share | Decrease | -0.58% | -24 shares | 512K | $211.87 | 4.09K |
| Q4 2020 | share | Increase | +262.85% | 2.98K shares | 156K | $222.53 | 4.12K |
| Q3 2020 | share | Increase | +8.09% | 85 shares | 83K | $251.32 | 1.13K |
| Q2 2020 | share | Decrease | -11.90% | -142 shares | 18K | $187.33 | 1.05K |
| Q1 2020 | share | Decrease | -15.93% | -226 shares | -60K | $143.98 | 1.19K |
| Q4 2019 | share | Increase | +16.89% | 205 shares | 55K | $162.64 | 1.41K |
| Q3 2019 | share | Increase | +44.87% | 376 shares | 52K | $148.44 | 1.21K |
| Q2 2019 | share | Decrease | -26.04% | -295 shares | -52K | $151.73 | 838 |
| Q1 2019 | share | Decrease | -1.90% | -22 shares | 24K | $158.37 | 1.13K |
| Q4 2018 | share | Increase | +6.94% | 75 shares | -16K | $136.97 | 1.15K |
| Q3 2018 | share | Decrease | -6.82% | -79 shares | 13K | $159.03 | 1.08K |
| Q2 2018 | share | Increase | +23.56% | 221 shares | 49K | $136.4 | 1.15K |
| Q1 2018 | share | Increase | +35.35% | 245 shares | 39K | $116.3 | 938 |
| Q4 2017 | share | 0.00% | 0 shares | 6K | $102.23 | 693 | |
| Q3 2017 | share | Increase | +645.16% | 600 shares | 56K | $93.42 | 693 |
| Q2 2017 | share | Decrease | -23.77% | -29 shares | -2K | $86.6 | 93 |
| Q1 2017 | share | 0.00% | 0 shares | 2K | $82.49 | 122 | |
| Q4 2016 | share | Decrease | -58.22% | -170 shares | -12K | $68.46 | 122 |
| Q3 2016 | share | Increase | +71.76% | 122 shares | 7K | $71.33 | 292 |
| Q2 2016 | share | 0.00% | 0 shares | 1K | $79.41 | 170 | |
| Q1 2016 | share | Increase | 0.00% | 170 shares | 12K | $73.83 | 170 |