Ownership history in Transform Wealth, LLC · 36 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in ALPHABET INC (GOOGL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | ADDED | 150,577 | +1,860 | +1.3% | 1.41% | $23.3M | $154.11 |
| 2024 Q4 | ADDED | 148,717 | +6,930 | +4.9% | 1.56% | $28.2M | $188.43 |
| 2024 Q3 | REDUCED | 141,787 | -14,026 | -9.0% | 1.56% | $23.5M | $164.90 |
| 2024 Q2 | ADDED | 155,813 | +2,637 | +1.7% | 2.13% | $28.4M | $180.86 |
| 2024 Q1 | ADDED | 153,176 | +200 | +0.1% | 2.20% | $23.1M | $149.69 |
| 2023 Q4 | ADDED | 152,976 | +663 | +0.4% | 2.08% | $21.4M | $138.54 |
| 2023 Q3 | REDUCED | 152,313 | -6,238 | -3.9% | 2.10% | $19.9M | $129.79 |
| 2023 Q2 | ADDED | 158,551 | +3,734 | +2.4% | 1.71% | $19.0M | $118.72 |
| 2023 Q1 | ADDED | 154,817 | +10,939 | +7.6% | 1.51% | $16.1M | $102.88 |
| 2022 Q4 | ADDED | 143,878 | +12,569 | +9.6% | 1.42% | $12.7M | $87.51 |
As of 2025 Q4 — sorted by position size