Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
SHEL holding history
Shell 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.
SHEL overviewAll 13F holders of SHELFull Q1 2025 holdings
- Shares (Q1 2025)
- 6,750
- Value
- $494.6K
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 6,750 | $494.6K | <0.1% | +16+0.2% | Added | Holders |
| Q4 2024 | 6,734 | $421.9K | <0.1% | +678+11.2% | Added | Holders |
| Q3 2024 | 6,056 | $399.4K | <0.1% | −45−0.7% | Reduced | Holders |
| Q2 2024 | 6,101 | $440.4K | <0.1% | −308−4.8% | Reduced | Holders |
| Q1 2024 | 6,409 | $429.6K | <0.1% | −575−8.2% | Reduced | Holders |
| Q4 2023 | 6,984 | $459.5K | <0.1% | +239+3.5% | Added | Holders |
| Q3 2023 | 6,745 | $434.3K | <0.1% | −959−12.4% | Reduced | Holders |
| Q2 2023 | 7,704 | $465.2K | <0.1% | +715+10.2% | Added | Holders |
| Q1 2023 | 6,989 | $402.2K | <0.1% | −273−3.8% | Reduced | Holders |
| Q4 2022 | 7,262 | $413.6K | <0.1% | −56−0.8% | Reduced | Holders |
| Q3 2022 | 7,318 | $364.0K | <0.1% | −1,234−14.4% | Reduced | Holders |
| Q2 2022 | 8,552 | $447.0K | 0.1% | −610−6.7% | Reduced | Holders |
| Q1 2022 | 9,162 | $503.0K | 0.1% | +9,162 | New | Holders |