VISTA WEALTH MANAGEMENT GROUP, LLC – Salesforce, Inc. Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$472,000
portfolio value
VISTA WEALTH MANAGEMENT GROUP, 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 | +1.94% | 56 shares | 0 | $143.84 | 2.94K |
| Q2 2022 | share | Increase | +15.12% | 379 shares | -60K | $165.04 | 2.88K |
| Q1 2022 | share | Decrease | -0.36% | -9 shares | -107K | $212.32 | 2.50K |
| Q4 2021 | share | Decrease | -53.46% | -2.88K shares | -827K | $255.33 | 2.51K |
| Q3 2021 | share | Increase | +472.46% | 4.46K shares | 1.23M | $271.22 | 5.40K |
| Q2 2021 | share | Increase | 0.00% | 944 shares | 231K | $244.27 | 944 |
| Q1 2021 | share | Decrease | -100.00% | -910 shares | -203K | $211.87 | 0 |
| Q4 2020 | share | Decrease | -45.93% | -773 shares | -220K | $222.53 | 910 |
| Q3 2020 | share | Decrease | -0.53% | -9 shares | 106K | $251.32 | 1.68K |
| Q2 2020 | share | Decrease | -9.52% | -178 shares | 48K | $187.33 | 1.69K |
| Q1 2020 | share | Increase | +22.22% | 340 shares | 20K | $143.98 | 1.87K |
| Q4 2019 | share | Increase | 0.00% | 1.53K shares | 249K | $162.64 | 1.53K |