Candelo Capital 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
Q1
Sell
-4,067
Closed -$5.15M 41
2024
Q4
$5.15M Buy
4,067
+950
+30% +$1.2M 2.6% 18
2024
Q3
$4.45M Sell
3,117
-1,004
-24% -$1.43M 2.48% 23
2024
Q2
$5.27M Buy
4,121
+1,644
+66% +$2.1M 3.54% 14
2024
Q1
$3.05M Sell
2,477
-500
-17% -$616K 1.87% 19
2023
Q4
$3.01M Buy
+2,977
New +$3.01M 2.36% 18