Archon Partners’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
$26.3M Hold
17,300
3.04% 15
2025
Q1
$23.9M Hold
17,300
2.9% 14
2024
Q4
$21.9M Hold
17,300
2.55% 15
2024
Q3
$24.7M Hold
17,300
2.86% 15
2024
Q2
$22.1M Hold
17,300
2.84% 15
2024
Q1
$21.3M Hold
17,300
2.61% 17
2023
Q4
$17.5M Hold
17,300
2.41% 17
2023
Q3
$14.6M Hold
17,300
2.28% 17
2023
Q2
$15.5M Hold
17,300
2.31% 18
2023
Q1
$12.8M Buy
17,300
+1,000
+6% +$737K 2.13% 18
2022
Q4
$10.3M Hold
16,300
1.85% 22
2022
Q3
$8.56M Sell
16,300
-8,800
-35% -$4.62M 1.63% 25
2022
Q2
$13.5M Hold
25,100
2.37% 19
2022
Q1
$16.4M Buy
25,100
+3,000
+14% +$1.95M 2.17% 19
2021
Q4
$14.1M Hold
22,100
1.72% 27
2021
Q3
$13.8M Hold
22,100
1.73% 27
2021
Q2
$14.3M Hold
22,100
1.79% 25
2021
Q1
$13M Buy
22,100
+5,800
+36% +$3.41M 1.82% 24
2020
Q4
$10.1M Buy
16,300
+500
+3% +$309K 1.35% 34
2020
Q3
$7.51M Buy
+15,800
New +$7.51M 1.18% 35