Baker Tilly 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
$1.03M Sell
676
-34
-5% -$51.7K 0.37% 59
2025
Q1
$982K Buy
710
+29
+4% +$40.1K 0.39% 63
2024
Q4
$863K Buy
681
+98
+17% +$124K 0.34% 66
2024
Q3
$832K Buy
583
+72
+14% +$103K 0.37% 67
2024
Q2
$653K Sell
511
-16
-3% -$20.4K 0.27% 89
2024
Q1
$649K Sell
527
-17
-3% -$20.9K 0.12% 191
2023
Q4
$550K Sell
544
-199
-27% -$201K 0.09% 260
2023
Q3
$626K Sell
743
-1,537
-67% -$1.3M 0.1% 203
2023
Q2
$2.04M Sell
2,280
-131
-5% -$117K 0.21% 99
2023
Q1
$1.78M Sell
2,411
-402
-14% -$296K 0.2% 109
2022
Q4
$1.77M Buy
2,813
+940
+50% +$592K 0.22% 111
2022
Q3
$983K Sell
1,873
-196
-9% -$103K 0.13% 165
2022
Q2
$1.11M Buy
2,069
+106
+5% +$56.9K 0.15% 146
2022
Q1
$1.28M Buy
1,963
+427
+28% +$278K 0.14% 148
2021
Q4
$977K Buy
1,536
+276
+22% +$176K 0.1% 201
2021
Q3
$787K Buy
1,260
+246
+24% +$154K 0.1% 207
2021
Q2
$656K Buy
1,014
+34
+3% +$22K 0.11% 215
2021
Q1
$576K Buy
+980
New +$576K 0.12% 212