Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
V holding history
Visa 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.
V overviewAll 13F holders of VFull Q1 2025 holdings
- Shares (Q1 2025)
- 15,566
- Value
- $5.46M
- % of portfolio
- 0.3%
- Quarters held
- 10
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 15,566 | $5.46M | 0.3% | +771+5.2% | Added | Holders |
| Q4 2024 | 14,795 | $4.68M | 0.3% | +7,206+95.0% | Added | Holders |
| Q3 2024 | 7,589 | $2.09M | 0.1% | −6−0.1% | Reduced | Holders |
| Q2 2024 | 7,595 | $1.99M | 0.1% | +188+2.5% | Added | Holders |
| Q1 2024 | 7,407 | $2.07M | 0.2% | −6,636−47.3% | Reduced | Holders |
| Q4 2023 | 14,043 | $3.66M | 0.4% | +87+0.6% | Added | Holders |
| Q3 2023 | 13,956 | $3.21M | 0.3% | −13,827−49.8% | Reduced | Holders |
| Q2 2023 | 27,783 | $6.60M | 0.6% | −164−0.6% | Reduced | Holders |
| Q1 2023 | 27,947 | $6.30M | 0.6% | +13,656+95.6% | Added | Holders |
| Q4 2022 | 14,291 | $2.97M | 0.3% | +14,291 | New | Holders |