Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
J holding history
Jacobs Solutions 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.
J overviewAll 13F holders of JFull Q1 2025 holdings
- Shares (Q2 2022)
- 0
- Sold out in Q2 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2022 | 0 | $0 | 0.0% | −2,316−100.0% | Sold out | Holders |
| Q1 2022 | 2,316 | $319.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 2,316 | $322.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 2,316 | $307.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 2,316 | $309.0K | <0.1% | +2,316 | New | Holders |