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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

CPAY holding history

Corpay, Inc. 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.

CPAY overviewAll 13F holders of CPAYFull Q1 2025 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2023
Holdings of CPAY by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−23,409−100.0%Sold outHolders
Q1 202423,409$7.22M0.7%+868+3.9%AddedHolders
Q4 202322,541$6.37M0.6%−591−2.6%ReducedHolders
Q3 202323,132$5.91M0.6%+23,132NewHolders