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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

MDT holding history

Medtronic plc 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.

MDT overviewAll 13F holders of MDTFull Q1 2025 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of MDT by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−3,752−100.0%Sold outHolders
Q2 20223,752$339.0K0.1%−134−3.4%ReducedHolders
Q1 20223,886$431.0K<0.1%−106−2.7%ReducedHolders
Q4 20213,992$413.0K<0.1%−302−7.0%ReducedHolders
Q3 20214,294$538.0K0.1%−623−12.7%ReducedHolders
Q2 20214,917$610.0K0.1%+825+20.2%AddedHolders
Q1 20214,092$483.0K0.1%––Holders

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