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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

BA holding history

Boeing Co 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.

BA overviewAll 13F holders of BAFull Q1 2025 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of BA by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−1,233−100.0%Sold outHolders
Q2 20241,233$224.3K<0.1%−230−15.7%ReducedHolders
Q1 20241,463$282.3K<0.1%−420−22.3%ReducedHolders
Q4 20231,883$490.7K<0.1%−200−9.6%ReducedHolders
Q3 20232,083$399.2K<0.1%+25+1.2%AddedHolders
Q2 20232,058$434.4K<0.1%−275−11.8%ReducedHolders
Q1 20232,333$495.4K<0.1%+116+5.2%AddedHolders
Q4 20222,217$422.2K<0.1%−634−22.2%ReducedHolders
Q3 20222,851$345.0K<0.1%−566−16.6%ReducedHolders
Q2 20223,417$467.0K0.1%−375−9.9%ReducedHolders
Q1 20223,792$726.0K0.1%+2,656+233.8%AddedHolders
Q4 20211,136$229.0K<0.1%00.0%UnchangedHolders
Q3 20211,136$250.0K<0.1%−5−0.4%ReducedHolders
Q2 20211,141$273.0K<0.1%00.0%UnchangedHolders
Q1 20211,141$291.0K0.1%––Holders

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