Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
WFC holding history
Wells Fargo & Company 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.
WFC overviewAll 13F holders of WFCFull Q1 2025 holdings
- Shares (Q1 2025)
- 37,099
- Value
- $2.66M
- % of portfolio
- 0.2%
- Quarters held
- 8
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 37,099 | $2.66M | 0.2% | −3,088−7.7% | Reduced | Holders |
| Q4 2024 | 40,187 | $2.82M | 0.2% | −188,408−82.4% | Reduced | Holders |
| Q3 2024 | 228,595 | $12.9M | 0.9% | +123,326+117.2% | Added | Holders |
| Q2 2024 | 105,269 | $6.25M | 0.5% | +98,907+1,554.7% | Added | Holders |
| Q1 2024 | 6,362 | $368.7K | <0.1% | +1,902+42.6% | Added | Holders |
| Q4 2023 | 4,460 | $219.5K | <0.1% | +4,460 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −6,680−100.0% | Sold out | Holders |
| Q2 2023 | 6,680 | $285.1K | <0.1% | −2,034−23.3% | Reduced | Holders |
| Q1 2023 | 8,714 | $325.7K | <0.1% | +8,714 | New | Holders |