AE Wealth Management’s TransDigm Group TDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
+154
| New | +$234K | ﹤0.01% | 1234 |
|
|
2024
Q1 | – | Sell |
-5,871
| Closed | -$6.36M | – | 1894 |
|
|
2023
Q4 | $6.36M | Buy |
5,871
+5,556
| +1,764% | +$6.01M | 0.03% | 524 |
|
|
2023
Q3 | $266K | Buy |
315
+35
| +13% | +$29.5K | ﹤0.01% | 1662 |
|
|
2023
Q2 | $250K | Sell |
280
-38
| -12% | -$34K | ﹤0.01% | 1669 |
|
|
2023
Q1 | $234K | Buy |
+318
| New | +$234K | ﹤0.01% | 1664 |
|
|
2021
Q2 | – | Sell |
-517
| Closed | -$304K | – | 1650 |
|
|
2021
Q1 | $304K | Buy |
517
+178
| +53% | +$105K | ﹤0.01% | 1242 |
|
|
2020
Q4 | $210K | Buy |
+339
| New | +$210K | ﹤0.01% | 1269 |
|
|
2020
Q3 | – | Sell |
-566
| Closed | -$250K | – | 1355 |
|
|
2020
Q2 | $250K | Buy |
+566
| New | +$250K | ﹤0.01% | 1089 |
|
|
2020
Q1 | – | Sell |
-464
| Closed | -$260K | – | 1262 |
|
|
2019
Q4 | $260K | Buy |
+464
| New | +$260K | 0.01% | 960 |
|