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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

KR holding history

Kroger Co 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.

KR overviewAll 13F holders of KRFull Q1 2025 holdings

Shares (Q1 2025)
40,366
Value
$2.73M
% of portfolio
0.2%
Quarters held
10
Since Q4 2022
Holdings of KR by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202540,366$2.73M0.2%+12,486+44.8%AddedHolders
Q4 202427,880$1.70M0.1%−1,266−4.3%ReducedHolders
Q3 202429,146$1.67M0.1%−908−3.0%ReducedHolders
Q2 202430,054$1.50M0.1%−1,971−6.2%ReducedHolders
Q1 202432,025$1.83M0.2%−149,480−82.4%ReducedHolders
Q4 2023181,505$8.30M0.8%−399−0.2%ReducedHolders
Q3 2023181,904$8.14M0.9%+4,625+2.6%AddedHolders
Q2 2023177,279$8.33M0.8%+3,633+2.1%AddedHolders
Q1 2023173,646$8.57M0.8%+2,272+1.3%AddedHolders
Q4 2022171,374$7.64M0.9%+171,374NewHolders