Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
CVS holding history
CVS Health Corp 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.
CVS overviewAll 13F holders of CVSFull Q1 2025 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −108,650−100.0% | Sold out | Holders |
| Q1 2023 | 108,650 | $8.07M | 0.8% | −530.0% | Reduced | Holders |
| Q4 2022 | 108,703 | $10.1M | 1.1% | −1,529−1.4% | Reduced | Holders |
| Q3 2022 | 110,232 | $10.5M | 1.4% | +3,135+2.9% | Added | Holders |
| Q2 2022 | 107,097 | $9.92M | 1.5% | +1,141+1.1% | Added | Holders |
| Q1 2022 | 105,956 | $10.7M | 1.2% | +2,318+2.2% | Added | Holders |
| Q4 2021 | 103,638 | $10.7M | 1.1% | +3,622+3.6% | Added | Holders |
| Q3 2021 | 100,016 | $8.49M | 1.0% | +100,016 | New | Holders |