Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
DELL holding history
Dell Technologies 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.
DELL overviewAll 13F holders of DELLFull Q1 2025 holdings
- Shares (Q1 2025)
- 27,441
- Value
- $2.50M
- % of portfolio
- 0.2%
- Quarters held
- 16
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 27,441 | $2.50M | 0.2% | −1,342−4.7% | Reduced | Holders |
| Q4 2024 | 28,783 | $3.32M | 0.2% | −1,344−4.5% | Reduced | Holders |
| Q3 2024 | 30,127 | $3.57M | 0.2% | −1,179−3.8% | Reduced | Holders |
| Q2 2024 | 31,306 | $4.32M | 0.3% | −939−2.9% | Reduced | Holders |
| Q1 2024 | 32,245 | $3.68M | 0.3% | −3,645−10.2% | Reduced | Holders |
| Q4 2023 | 35,890 | $2.75M | 0.3% | −2,292−6.0% | Reduced | Holders |
| Q3 2023 | 38,182 | $2.63M | 0.3% | +305+0.8% | Added | Holders |
| Q2 2023 | 37,877 | $2.05M | 0.2% | −39−0.1% | Reduced | Holders |
| Q1 2023 | 37,916 | $1.52M | 0.1% | −79,603−67.7% | Reduced | Holders |
| Q4 2022 | 117,519 | $4.73M | 0.5% | −28,467−19.5% | Reduced | Holders |
| Q3 2022 | 145,986 | $4.99M | 0.6% | +43,807+42.9% | Added | Holders |
| Q2 2022 | 102,179 | $4.72M | 0.7% | +2,976+3.0% | Added | Holders |
| Q1 2022 | 99,203 | $4.98M | 0.6% | +7,195+7.8% | Added | Holders |
| Q4 2021 | 92,008 | $5.17M | 0.5% | +52,338+131.9% | Added | Holders |
| Q3 2021 | 39,670 | $4.13M | 0.5% | +523+1.3% | Added | Holders |
| Q2 2021 | 39,147 | $3.90M | 0.5% | +39,147 | New | Holders |