OCTAVIA WEALTH ADVISORS, LLC – Salesforce, Inc. Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
$590,000
portfolio value
OCTAVIA 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 | Increase | +1.31% | 53 shares | -80K | $143.84 | 4.10K |
| Q2 2022 | share | Increase | +17.47% | 602 shares | -62K | $165.04 | 4.04K |
| Q1 2022 | share | Decrease | -6.08% | -223 shares | -200K | $212.32 | 3.44K |
| Q4 2021 | share | Increase | +22.46% | 673 shares | 120K | $255.33 | 3.66K |
| Q3 2021 | share | Decrease | -6.23% | -199 shares | 32K | $271.22 | 2.99K |
| Q2 2021 | share | Increase | +13.90% | 390 shares | 186K | $244.27 | 3.19K |
| Q1 2021 | share | Increase | 0.00% | 2.80K shares | 594K | $211.87 | 2.80K |