Carson Wealth (CWM LLC)’s TransDigm Group TDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
972
-12
| -1% | -$18.2K | 0.01% | 1064 |
|
|
2025
Q1 | $1.36M | Buy |
984
+106
| +12% | +$147K | 0.01% | 999 |
|
|
2024
Q4 | $1.11M | Buy |
878
+15
| +2% | +$19K | ﹤0.01% | 1020 |
|
|
2024
Q3 | $1.23M | Sell |
863
-23
| -3% | -$32.8K | 0.01% | 909 |
|
|
2024
Q2 | $1.13M | Buy |
886
+39
| +5% | +$49.8K | 0.01% | 830 |
|
|
2024
Q1 | $1.04M | Buy |
847
+38
| +5% | +$46.8K | 0.01% | 834 |
|
|
2023
Q4 | $819K | Buy |
809
+39
| +5% | +$39.5K | ﹤0.01% | 887 |
|
|
2023
Q3 | $649K | Buy |
770
+85
| +12% | +$71.6K | ﹤0.01% | 894 |
|
|
2023
Q2 | $613K | Buy |
685
+51
| +8% | +$45.6K | ﹤0.01% | 873 |
|
|
2023
Q1 | $467K | Buy |
634
+122
| +24% | +$89.9K | ﹤0.01% | 910 |
|
|
2022
Q4 | $322K | Sell |
512
-29
| -5% | -$18.2K | ﹤0.01% | 928 |
|
|
2022
Q3 | $284K | Buy |
541
+323
| +148% | +$170K | ﹤0.01% | 923 |
|
|
2022
Q2 | $117K | Sell |
218
-197
| -47% | -$106K | ﹤0.01% | 1253 |
|
|
2022
Q1 | $270K | Buy |
415
+254
| +158% | +$165K | ﹤0.01% | 923 |
|
|
2021
Q4 | $102K | Buy |
+161
| New | +$102K | ﹤0.01% | 1283 |
|
|
2021
Q2 | $49K | Hold |
75
| – | – | ﹤0.01% | 1411 |
|
|
2021
Q1 | $49K | Hold |
75
| – | – | ﹤0.01% | 1411 |
|
|
2020
Q4 | $49K | Hold |
75
| – | – | ﹤0.01% | 1411 |
|
|
2020
Q3 | $49K | Hold |
75
| – | – | ﹤0.01% | 1411 |
|
|
2020
Q2 | $49K | Hold |
75
| – | – | ﹤0.01% | 1411 |
|
|
2020
Q1 | $49K | Hold |
75
| – | – | ﹤0.01% | 1411 |
|
|
2019
Q4 | $49K | Hold |
75
| – | – | ﹤0.01% | 1411 |
|
|
2019
Q3 | $49K | Hold |
75
| – | – | ﹤0.01% | 1411 |
|
|
2019
Q2 | $49K | Hold |
75
| – | – | ﹤0.01% | 1411 |
|
|
2019
Q1 | $49K | Buy |
75
+32
| +74% | +$20.9K | ﹤0.01% | 1411 |
|
|
2018
Q4 | $15K | Buy |
43
+5
| +13% | +$1.74K | ﹤0.01% | 1220 |
|
|
2018
Q3 | $14K | Buy |
38
+3
| +9% | +$1.11K | ﹤0.01% | 1057 |
|
|
2018
Q2 | $12K | Hold |
35
| – | – | ﹤0.01% | 958 |
|
|
2018
Q1 | $11K | Hold |
35
| – | – | ﹤0.01% | 839 |
|
|
2017
Q4 | $10K | Sell |
35
-22
| -39% | -$6.29K | ﹤0.01% | 892 |
|
|
2017
Q3 | $15K | Buy |
+57
| New | +$15K | ﹤0.01% | 791 |
|
|
2014
Q1 | – | Sell |
-114
| Closed | -$18K | – | 404 |
|
|
2013
Q4 | $18K | Buy |
114
+50
| +78% | +$7.9K | ﹤0.01% | 355 |
|
|
2013
Q3 | $9K | Buy |
+64
| New | +$9K | ﹤0.01% | 330 |
|