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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

HCA holding history

HCA Healthcare, 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.

HCA overviewAll 13F holders of HCAFull Q1 2025 holdings

Shares (Q1 2025)
25,904
Value
$8.95M
% of portfolio
0.5%
Quarters held
17
Since Q1 2021
Holdings of HCA by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202525,904$8.95M0.5%+626+2.5%AddedHolders
Q4 202425,278$7.59M0.4%+2,847+12.7%AddedHolders
Q3 202422,431$9.12M0.6%+236+1.1%AddedHolders
Q2 202422,195$7.13M0.5%+935+4.4%AddedHolders
Q1 202421,260$7.09M0.7%+766+3.7%AddedHolders
Q4 202320,494$5.55M0.5%+185+0.9%AddedHolders
Q3 202320,309$5.00M0.5%+618+3.1%AddedHolders
Q2 202319,691$5.98M0.5%+1,444+7.9%AddedHolders
Q1 202318,247$4.81M0.5%−167−0.9%ReducedHolders
Q4 202218,414$4.42M0.5%−201−1.1%ReducedHolders
Q3 202218,615$3.42M0.4%+186+1.0%AddedHolders
Q2 202218,429$3.10M0.5%+479+2.7%AddedHolders
Q1 202217,950$4.50M0.5%+1,095+6.5%AddedHolders
Q4 202116,855$4.33M0.5%+678+4.2%AddedHolders
Q3 202116,177$3.93M0.5%+124+0.8%AddedHolders
Q2 202116,053$3.32M0.4%+8,456+111.3%AddedHolders
Q1 20217,597$1.43M0.3%––Holders

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