Ownership history in Transform Wealth, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in NVIDIA CORPORATION (NVDA). 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 | 293,259 | +2,710 | +0.9% | 1.93% | $31.8M | $108.35 |
| 2024 Q4 | ADDED | 290,549 | +40,092 | +16.0% | 2.17% | $39.0M | $134.25 |
| 2024 Q3 | ADDED | 250,457 | +71,534 | +40.0% | 2.02% | $30.4M | $121.39 |
| 2024 Q2 | ADDED | 178,923 | +161,842 | +947.5% | 1.66% | $22.1M | $123.48 |
| 2024 Q1 | ADDED | 17,081 | +1,074 | +6.7% | 1.47% | $15.4M | $90.31 |
| 2023 Q4 | ADDED | 16,007 | +10,457 | +188.4% | 0.77% | $7.9M | $49.49 |
| 2023 Q3 | REDUCED | 5,550 | -6,565 | -54.2% | 0.25% | $2.4M | $43.47 |
| 2023 Q2 | REDUCED | 12,115 | -678 | -5.3% | 0.46% | $5.1M | $42.27 |
| 2023 Q1 | ADDED | 12,793 | +6,187 | +93.7% | 0.34% | $3.6M | $27.75 |
| 2022 Q4 | REDUCED | 6,606 | -14,850 | -69.2% | 0.11% | $965K | $14.60 |
As of 2025 Q4 — sorted by position size