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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

WWD holding history

Woodward, 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.

WWD overviewAll 13F holders of WWDFull Q1 2025 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q2 2021
Holdings of WWD by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−1,435−100.0%Sold outHolders
Q4 20241,435$238.8K<0.1%00.0%UnchangedHolders
Q3 20241,435$246.1K<0.1%−51−3.4%ReducedHolders
Q2 20241,486$259.1K<0.1%−758−33.8%ReducedHolders
Q1 20242,244$345.8K<0.1%00.0%UnchangedHolders
Q4 20232,244$305.5K<0.1%−16−0.7%ReducedHolders
Q3 20232,260$280.8K<0.1%−125−5.2%ReducedHolders
Q2 20232,385$283.6K<0.1%−75−3.0%ReducedHolders
Q1 20232,460$239.5K<0.1%00.0%UnchangedHolders
Q4 20222,460$237.7K<0.1%+2,460NewHolders
Q3 20220$00.0%−2,460−100.0%Sold outHolders
Q2 20222,460$228.0K<0.1%−250−9.2%ReducedHolders
Q1 20222,710$339.0K<0.1%00.0%UnchangedHolders
Q4 20212,710$297.0K<0.1%−350−11.4%ReducedHolders
Q3 20213,060$346.0K<0.1%−270−8.1%ReducedHolders
Q2 20213,330$409.0K<0.1%+3,330NewHolders