Ownership history in Transform Wealth, LLC · 27 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in GOLDMAN SACHS GROUP INC (GS). 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 | 38,187 | +4,864 | +14.6% | 1.26% | $20.9M | $535.20 |
| 2024 Q4 | ADDED | 33,323 | +2,258 | +7.3% | 1.06% | $19.1M | $558.23 |
| 2024 Q3 | ADDED | 31,065 | +399 | +1.3% | 1.02% | $15.4M | $480.29 |
| 2024 Q2 | ADDED | 30,666 | +1,171 | +4.0% | 1.04% | $13.9M | $436.20 |
| 2024 Q1 | ADDED | 29,495 | +100 | +0.3% | 1.17% | $12.3M | $400.38 |
| 2023 Q4 | REDUCED | 29,395 | -414 | -1.4% | 1.11% | $11.3M | $367.18 |
| 2023 Q3 | ADDED | 29,809 | +177 | +0.6% | 1.02% | $9.6M | $305.47 |
| 2023 Q2 | ADDED | 29,632 | +145 | +0.5% | 0.86% | $9.6M | $301.98 |
| 2023 Q1 | ADDED | 29,487 | +160 | +0.5% | 0.91% | $9.6M | $303.94 |
| 2022 Q4 | REDUCED | 29,327 | -376 | -1.3% | 1.13% | $10.1M | $316.79 |
As of 2025 Q4 — sorted by position size