KEUDELL/MORRISON WEALTH MANAGEMENT – Salesforce, Inc. Transaction History
KEUDELL/MORRISON WEALTH MANAGEMENT portfolio value:
$978,000
portfolio value
KEUDELL/MORRISON WEALTH MANAGEMENT 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 | +0.38% | 26 shares | -140K | $143.84 | 6.80K |
| Q2 2022 | share | Decrease | -2.55% | -177 shares | -358K | $165.04 | 6.77K |
| Q1 2022 | share | Decrease | -0.87% | -61 shares | -306K | $212.32 | 6.95K |
| Q4 2021 | share | Decrease | -0.06% | -4 shares | -121K | $255.33 | 7.01K |
| Q3 2021 | share | Decrease | -0.99% | -70 shares | 172K | $271.22 | 7.01K |
| Q2 2021 | share | Increase | +11.45% | 728 shares | 384K | $244.27 | 7.08K |
| Q1 2021 | share | Increase | +9.43% | 548 shares | 54K | $211.87 | 6.36K |
| Q4 2020 | share | Increase | +13.67% | 699 shares | 8K | $222.53 | 5.81K |
| Q3 2020 | share | Decrease | -2.24% | -117 shares | 305K | $251.32 | 5.11K |
| Q2 2020 | share | Increase | +2.37% | 121 shares | 244K | $187.33 | 5.23K |
| Q1 2020 | share | Increase | +36.53% | 1.36K shares | 127K | $143.98 | 5.10K |
| Q4 2019 | share | Increase | +56.77% | 1.35K shares | 255K | $162.64 | 3.74K |
| Q3 2019 | share | Decrease | -0.58% | -14 shares | 14K | $148.44 | 2.38K |
| Q2 2019 | share | Decrease | -1.32% | -32 shares | -45K | $151.73 | 2.40K |
| Q1 2019 | share | Increase | 0.00% | 2.43K shares | 385K | $158.37 | 2.43K |