Tracking The Moves Of Turtle Creek Wealth Advisors And Transform Wealth Llc

Investing in 2023: A Guide to Corporate Buy-Ins and Sell-Offs

Tracking the Moves of Turtle Creek Wealth Advisors and Transform Wealth LLC

Q4 2022: Turtle Creek Wealth Advisors Invests in Chipotle

In the fourth quarter of 2022, Turtle Creek Wealth Advisors made a significant purchase in Chipotle Mexican Grill. The investment, valued at approximately $37,000, reflects the firm's confidence in the restaurant chain's growth prospects.

Q1 2023: Transform Wealth Increases Holdings in The Williams Companies

Transform Wealth LLC increased its holdings in The Williams Companies during the first quarter of 2023. This 0.7% increase suggests the firm sees potential in the energy company.

Q1 2023: Transform Wealth Reduces Holdings in SPDR Portfolio

Simultaneously, Transform Wealth reduced its holdings in SPDR Portfolio SP 500 Growth ETF by an undisclosed amount. This move may indicate a shift in the firm's investment strategy.

Q1 2023: Transform Wealth Cuts Stake in Merck

Transform Wealth also cut its stake in Merck by 5.56% in the first quarter of 2023. This reduction in holdings could be attributed to the recent underperformance of the pharmaceutical giant.

Q1 2023: Transform Wealth Reduces JPMorgan Chase Position

In the same quarter, Transform Wealth reduced its position in JPMorgan Chase by 9.0%. This move likely aligns with the firm's broader financial sector portfolio adjustments.

Disclaimer: The information provided in this article is for educational purposes only and should not be construed as financial advice. Investors should always conduct thorough research and consult with qualified financial professionals before making any investment decisions.