REGENT PEAK WEALTH ADVISORS LLC – Salesforce, Inc. Transaction History
REGENT PEAK WEALTH ADVISORS LLC portfolio value:
$295,000
portfolio value
REGENT PEAK WEALTH ADVISORS 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 | -10.85% | -250 shares | -85K | $143.84 | 2.05K |
| Q2 2022 | share | Increase | +9.51% | 200 shares | -67K | $165.04 | 2.30K |
| Q1 2022 | share | Increase | +0.86% | 18 shares | -83K | $212.32 | 2.10K |
| Q4 2021 | share | Increase | +11.91% | 222 shares | 24K | $255.33 | 2.08K |
| Q3 2021 | share | Decrease | -0.27% | -5 shares | 54K | $271.22 | 1.86K |
| Q2 2021 | share | Increase | +0.86% | 16 shares | 60K | $244.27 | 1.86K |
| Q1 2021 | share | Decrease | -7.40% | -148 shares | -53K | $211.87 | 1.85K |
| Q4 2020 | share | Increase | +19.18% | 322 shares | 23K | $222.53 | 2.00K |
| Q3 2020 | share | Increase | +10.53% | 160 shares | 137K | $251.32 | 1.67K |
| Q2 2020 | share | Decrease | -4.71% | -75 shares | 56K | $187.33 | 1.51K |
| Q1 2020 | share | Decrease | -5.74% | -97 shares | -46K | $143.98 | 1.59K |
| Q4 2019 | share | Increase | 0.00% | 1.69K shares | 275K | $162.64 | 1.69K |