Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
T holding history
AT&T 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.
T overviewAll 13F holders of TFull 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% | −9,038−100.0% | Sold out | Holders |
| Q1 2022 | 9,038 | $214.0K | <0.1% | −321−3.4% | Reduced | Holders |
| Q4 2021 | 9,359 | $230.0K | <0.1% | +40.0% | Added | Holders |
| Q3 2021 | 9,355 | $253.0K | <0.1% | +501+5.7% | Added | Holders |
| Q2 2021 | 8,854 | $255.0K | <0.1% | +8,854 | New | Holders |