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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

ABT holding history

Abbott Laboratories in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ABT overviewAll 13F holders of ABTFull Q1 2025 holdings

Shares (Q1 2025)
10,076
Value
$1.34M
% of portfolio
0.1%
Quarters held
17
Since Q1 2021
Holdings of ABT by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202510,076$1.34M0.1%−893−8.1%ReducedHolders
Q4 202410,969$1.24M0.1%+3,875+54.6%AddedHolders
Q3 20247,094$808.8K0.1%−17−0.2%ReducedHolders
Q2 20247,111$738.9K0.1%+5+0.1%AddedHolders
Q1 20247,106$807.7K0.1%−221−3.0%ReducedHolders
Q4 20237,327$806.5K0.1%+5+0.1%AddedHolders
Q3 20237,322$709.1K0.1%−1,984−21.3%ReducedHolders
Q2 20239,306$1.01M0.1%−426−4.4%ReducedHolders
Q1 20239,732$985.5K0.1%+1,682+20.9%AddedHolders
Q4 20228,050$883.8K0.1%+1,946+31.9%AddedHolders
Q3 20226,104$591.0K0.1%−2,690−30.6%ReducedHolders
Q2 20228,794$955.0K0.1%−864−8.9%ReducedHolders
Q1 20229,658$1.14M0.1%−890−8.4%ReducedHolders
Q4 202110,548$1.49M0.2%−681−6.1%ReducedHolders
Q3 202111,229$1.33M0.2%−695−5.8%ReducedHolders
Q2 202111,924$1.38M0.2%+492+4.3%AddedHolders
Q1 202111,432$1.37M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.