Transform Wealth, LLC Closed Holding Positions

Transform Wealth, LLC

  • $1.46 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CACC
Credit Acceptance Corp

Financial Services
Q2 2022 Filed on Jul 15, 2022
910
$460.68 - $640.93 $419K - $583K
BK
Bank Of New York Mellon Corp

Financial Services
Q2 2022 Filed on Jul 15, 2022
30,911
$40.6 - $49.51 $1.25M - $1.53M
O
Realty Income Corp

Real Estate
Q2 2022 Filed on Jul 15, 2022
2,965
$62.79 - $74.93 $186K - $222K
MU
Micron Technology Inc

Technology
Q2 2022 Filed on Jul 15, 2022
8,782
$55.01 - $77.67 $483K - $682K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q2 2022 Filed on Jul 15, 2022
12,412
N/A
FWONK
Liberty Media Corp

Communication Services
Q2 2022 Filed on Jul 15, 2022
6,800
$55.59 - $70.08 $378K - $477K
KMX
Carmax Inc

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
7,410
$85.76 - $103.17 $635K - $764K
J
Jacobs Engineering Group Inc

Industrials
Q2 2022 Filed on Jul 15, 2022
2,316
$118.69 - $148.16 $275K - $343K
WRB
Berkley W R Corp

Financial Services
Q2 2022 Filed on Jul 15, 2022
12,193
$65.95 - $72.27 $804K - $881K
CHKP
Check Point Software Technologies LTD

Technology
Q2 2022 Filed on Jul 15, 2022
1,768
$117.6 - $144.28 $208K - $255K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q2 2022 Filed on Jul 15, 2022
3,247
$81.5 - $104.16 $265K - $338K
PDEC
Innovator U.S. Equity Power Bu
Q2 2022 Filed on Jul 15, 2022
8,001
N/A
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2022 Filed on Jul 15, 2022
2,888
$73.54 - $90.55 $212K - $262K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
7,008
$90.33 - $132.7 $633K - $930K
ATVI
Activision Blizzard, Inc.

Communication Services
Q2 2022 Filed on Jul 15, 2022
4,873
$73.93 - $80.82 $360K - $394K
MQ
Marqeta, Inc.

Technology
Q2 2022 Filed on Jul 15, 2022
77,629
$6.63 - $11.62 $515K - $902K
XEL
Xcel Energy Inc

Utilities
Q2 2022 Filed on Jul 15, 2022
3,547
$63.91 - $76.34 $227K - $271K
W
Wayfair Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
3,355
$43.56 - $117.0 $146K - $393K
T
At&T Inc.

Communication Services
Q2 2022 Filed on Jul 15, 2022
9,038
$17.92 - $21.32 $162K - $193K
PJUL
Innovator U.S. Equity Power Bu

ETFs
Q2 2022 Filed on Jul 15, 2022
8,071
$28.77 - $30.8 $232K - $249K
FOCS
Focus Financial Partners Inc.

Financial Services
Q1 2022 Filed on Apr 25, 2022
3,973
$43.07 - $61.16 $171K - $243K
DHI
Horton D R Inc

Consumer Cyclical
Q1 2022 Filed on Apr 25, 2022
2,141
$74.51 - $105.72 $160K - $226K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
174
$51.26 - $136.31 $8.92K - $23.7K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Apr 25, 2022
17,297
$44.64 - $55.71 $772K - $964K
RPM
Rpm International Inc

Basic Materials
Q1 2022 Filed on Apr 25, 2022
2,784
$76.06 - $98.35 $212K - $274K
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2022 Filed on Apr 25, 2022
7,997
$57.92 - $72.58 $463K - $580K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 25, 2022
138,080
$14.89 - $17.36 $2.06M - $2.4M
OTIS
Otis Worldwide Corp

Industrials
Q1 2022 Filed on Apr 25, 2022
6,478
$71.98 - $86.95 $466K - $563K
SJM
J M Smucker CO

Consumer Defensive
Q1 2022 Filed on Apr 25, 2022
12,124
$126.32 - $145.35 $1.53M - $1.76M
TBF
Proshares Trust Short 20+ Trea

ETFs
Q1 2022 Filed on Apr 25, 2022
18,868
$16.44 - $18.21 $310K - $344K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2022 Filed on Apr 25, 2022
2,901
$77.77 - $81.19 $226K - $236K
SONY
Sony Group Corp

Technology
Q1 2022 Filed on Apr 25, 2022
1,768
$94.79 - $128.59 $168K - $227K
KKR
Kkr & Co. Inc.

Financial Services
Q1 2022 Filed on Apr 25, 2022
66,416
$50.85 - $74.31 $3.38M - $4.94M
Ihs Markit LTD
Q1 2022 Filed on Apr 25, 2022
1,605
N/A
MEIP
Mei Pharma, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
30,355
$2.33 - $3.37 $70.7K - $102K
OLED
Universal Display Corp Pa

Technology
Q4 2021 Filed on Jan 26, 2022
1,529
$141.62 - $187.37 $217K - $286K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Jan 26, 2022
7,036
$47.44 - $52.5 $334K - $369K
VCR
Vanguard Consumer Discretionar

ETFs
Q4 2021 Filed on Jan 26, 2022
946
$309.2 - $355.63 $293K - $336K
KZIA
Kazia Therapeutics LTD

Healthcare
Q4 2021 Filed on Jan 26, 2022
106,245
$7.35 - $12.0 $781K - $1.27M
PKG
Packaging Corp Of America

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
13,227
$128.17 - $142.67 $1.7M - $1.89M
EOG
Eog Resources Inc

Energy
Q4 2021 Filed on Jan 26, 2022
3,462
$83.58 - $97.11 $289K - $336K
GM
General Motors CO

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
4,112
$53.13 - $64.61 $218K - $266K
FDX
Fedex Corp

Industrials
Q4 2021 Filed on Jan 26, 2022
17,749
$217.87 - $258.64 $3.87M - $4.59M
ANET
Arista Networks, Inc.

Technology
Q3 2021 Filed on Oct 15, 2021
660
$85.91 - $95.53 $56.7K - $63K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q3 2021 Filed on Oct 15, 2021
18,113
$59.87 - $68.61 $1.08M - $1.24M
VMEO
Vimeo, Inc.

Technology
Q3 2021 Filed on Oct 15, 2021
7,989
$29.37 - $51.67 $235K - $413K
VAW
Vanguard Materials ETF

ETFs
Q3 2021 Filed on Oct 15, 2021
12,931
$173.0 - $189.06 $2.24M - $2.44M
VST
Vistra Corp.

Utilities
Q3 2021 Filed on Oct 15, 2021
106,219
$16.77 - $19.47 $1.78M - $2.07M
PJUN
Innovator U.S. Equity Power Bu

ETFs
Q3 2021 Filed on Oct 15, 2021
883,521
$30.82 - $31.64 $27.2M - $28M
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