ENCOMPASS WEALTH ADVISORS, LLC – Salesforce, Inc. Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$266,000
portfolio value
ENCOMPASS 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 | -38.75% | -1.16K shares | -232K | $143.84 | 1.84K |
| Q2 2022 | share | 0.00% | 0 shares | -142K | $165.04 | 3.01K | |
| Q1 2022 | share | Decrease | -19.91% | -750 shares | -317K | $212.32 | 3.01K |
| Q4 2021 | share | Increase | +0.03% | 1 shares | -64K | $255.33 | 3.76K |
| Q3 2021 | share | Increase | +1.02% | 38 shares | 111K | $271.22 | 3.76K |
| Q2 2021 | share | 0.00% | 0 shares | 101K | $244.27 | 3.72K | |
| Q1 2021 | share | Increase | +90.11% | 1.76K shares | 373K | $211.87 | 3.72K |
| Q4 2020 | share | Increase | 0.00% | 1.96K shares | 436K | $222.53 | 1.96K |