Ampfield 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 | $50.6M | Sell |
33,305
-660
| -2% | -$1M | 37.84% | 1 |
|
|
2025
Q1 | $47M | Sell |
33,965
-7,577
| -18% | -$10.5M | 55.31% | 1 |
|
|
2024
Q4 | $52.6M | Sell |
41,542
-1,208
| -3% | -$1.53M | 54.8% | 1 |
|
|
2024
Q3 | $61M | Hold |
42,750
| – | – | 63.6% | 1 |
|
|
2024
Q2 | $54.6M | Sell |
42,750
-479
| -1% | -$612K | 50.33% | 1 |
|
|
2024
Q1 | $53.2M | Hold |
43,229
| – | – | 36.84% | 2 |
|
|
2023
Q4 | $43.7M | Hold |
43,229
| – | – | 28.54% | 2 |
|
|
2023
Q3 | $36.4M | Hold |
43,229
| – | – | 32.61% | 2 |
|
|
2023
Q2 | $38.7M | Hold |
43,229
| – | – | 27.63% | 2 |
|
|
2023
Q1 | $31.9M | Buy |
43,229
+15,206
| +54% | +$11.2M | 21.41% | 3 |
|
|
2022
Q4 | $17.6M | Buy |
28,023
+4,906
| +21% | +$3.09M | 18.08% | 3 |
|
|
2022
Q3 | $12.1M | Hold |
23,117
| – | – | 17.64% | 3 |
|
|
2022
Q2 | $12.4M | Sell |
23,117
-4,010
| -15% | -$2.15M | 19.26% | 3 |
|
|
2022
Q1 | $17.7M | Sell |
27,127
-28,277
| -51% | -$18.4M | 20.36% | 3 |
|
|
2021
Q4 | $35.3M | Sell |
55,404
-14,446
| -21% | -$9.19M | 34.35% | 2 |
|
|
2021
Q3 | $43.6M | Buy |
69,850
+3,111
| +5% | +$1.94M | 38.06% | 1 |
|
|
2021
Q2 | $43.2M | Buy |
66,739
+19,777
| +42% | +$12.8M | 35.29% | 1 |
|
|
2021
Q1 | $27.6M | Buy |
+46,962
| New | +$27.6M | 23.38% | 2 |
|